EWM
Evermay Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Hold |
5,479
| – | – | 0.15% | 70 |
|
|
2025
Q1 | $766K | Buy |
5,479
+200
| +4% | +$28K | 0.1% | 94 |
|
|
2024
Q4 | $880K | Buy |
5,279
+7
| +0.1% | +$1.17K | 0.13% | 86 |
|
|
2024
Q3 | $898K | Buy |
5,272
+693
| +15% | +$118K | 0.14% | 86 |
|
|
2024
Q2 | $647K | Hold |
4,579
| – | – | 0.1% | 111 |
|
|
2024
Q1 | $575K | Buy |
4,579
+532
| +13% | +$66.8K | 0.09% | 118 |
|
|
2023
Q4 | $427K | Sell |
4,047
-49
| -1% | -$5.17K | 0.08% | 116 |
|
|
2023
Q3 | $434K | Sell |
4,096
-108
| -3% | -$11.4K | 0.09% | 109 |
|
|
2023
Q2 | $501K | Sell |
4,204
-265
| -6% | -$31.6K | 0.1% | 103 |
|
|
2023
Q1 | $415K | Buy |
4,469
+193
| +5% | +$17.9K | 0.08% | 110 |
|
|
2022
Q4 | $350K | Sell |
4,276
-1,640
| -28% | -$134K | 0.07% | 121 |
|
|
2022
Q3 | $361K | Buy |
5,916
+94
| +2% | +$5.74K | 0.07% | 117 |
|
|
2022
Q2 | $407K | Sell |
5,822
-78
| -1% | -$5.45K | 0.08% | 107 |
|
|
2022
Q1 | $488K | Buy |
5,900
+315
| +6% | +$26.1K | 0.08% | 114 |
|
|
2021
Q4 | $487K | Buy |
5,585
+1,673
| +43% | +$146K | 0.09% | 100 |
|
|
2021
Q3 | $341K | Sell |
3,912
-553
| -12% | -$48.2K | 0.07% | 119 |
|
|
2021
Q2 | $348K | Sell |
4,465
-10
| -0.2% | -$779 | 0.06% | 127 |
|
|
2021
Q1 | $314K | Buy |
4,475
+22
| +0.5% | +$1.54K | 0.06% | 137 |
|
|
2020
Q4 | $288K | Sell |
4,453
-92
| -2% | -$5.95K | 0.06% | 139 |
|
|
2020
Q3 | $271K | Buy |
4,545
+510
| +13% | +$30.4K | 0.07% | 128 |
|
|
2020
Q2 | $223K | Buy |
+4,035
| New | +$223K | 0.06% | 143 |
|
|
2020
Q1 | – | Sell |
-4,314
| Closed | -$229K | – | 152 |
|
|
2019
Q4 | $229K | Sell |
4,314
-20
| -0.5% | -$1.06K | 0.06% | 143 |
|
|
2019
Q3 | $239K | Buy |
4,334
+150
| +4% | +$8.27K | 0.07% | 133 |
|
|
2019
Q2 | $238K | Sell |
4,184
-226
| -5% | -$12.9K | 0.07% | 132 |
|
|
2019
Q1 | $237K | Buy |
+4,410
| New | +$237K | 0.07% | 131 |
|
|
2018
Q4 | – | Sell |
-4,509
| Closed | -$232K | – | 146 |
|
|
2018
Q3 | $232K | Buy |
+4,509
| New | +$232K | 0.07% | 132 |
|