Evermay Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Hold |
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|
2025
Q1 | $766K | Buy |
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|
2024
Q4 | $880K | Buy |
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|
2024
Q3 | $898K | Buy |
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|
2024
Q2 | $647K | Hold |
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|
2024
Q1 | $575K | Buy |
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|
2023
Q4 | $427K | Sell |
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|
2023
Q3 | $434K | Sell |
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|
2023
Q2 | $501K | Sell |
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|
2023
Q1 | $415K | Buy |
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|
2022
Q4 | $350K | Sell |
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|
2022
Q3 | $361K | Buy |
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|
2022
Q2 | $407K | Sell |
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|
2022
Q1 | $488K | Buy |
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|
2021
Q4 | $487K | Buy |
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|
2021
Q3 | $341K | Sell |
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|
2021
Q2 | $348K | Sell |
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|
2021
Q1 | $314K | Buy |
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|
2020
Q4 | $288K | Sell |
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|
2020
Q3 | $271K | Buy |
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|
2020
Q2 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Sell |
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|
2019
Q3 | $239K | Buy |
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|
2019
Q2 | $238K | Sell |
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|
2019
Q1 | $237K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $232K | Buy |
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