Forvis Mazars Wealth Advisors’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 | $12.4M | Buy |
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|
2025
Q1 | $7.4M | Buy |
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|
2024
Q4 | $8M | Buy |
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|
2024
Q3 | $7.67M | Buy |
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|
2024
Q2 | $4.92M | Buy |
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|
2024
Q1 | $3.73M | Sell |
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|
2023
Q4 | $3.15M | Buy |
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|
2023
Q3 | $3.13M | Buy |
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|
2023
Q2 | $3.09M | Buy |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $968K | Sell |
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|
2022
Q3 | $739K | Sell |
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|
2022
Q2 | $956K | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $912K | Buy |
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|
2021
Q3 | $837K | Sell |
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|
2021
Q2 | $782K | Sell |
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|
2021
Q1 | $836K | Sell |
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|
2020
Q4 | $1.13M | Buy |
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|
2020
Q3 | $972K | Sell |
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|
2020
Q2 | $917K | Buy |
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|
2020
Q1 | $776K | Sell |
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|
2019
Q4 | $856K | Buy |
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|
2019
Q3 | $803K | Buy |
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|
2019
Q2 | $817K | Sell |
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|
2019
Q1 | $851K | Buy |
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|
2018
Q4 | $708K | Sell |
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|
2018
Q3 | $896K | Buy |
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|
2018
Q2 | $762K | Sell |
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|
2018
Q1 | $810K | Buy |
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|
2017
Q4 | $834K | Sell |
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|
2017
Q3 | $910K | Sell |
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|
2017
Q2 | $999K | Buy |
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|
2017
Q1 | $823K | Sell |
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|
2016
Q4 | $713K | Buy |
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|
2016
Q3 | $703K | Buy |
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|
2016
Q2 | $721K | Sell |
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|
2016
Q1 | $782K | Sell |
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|
2015
Q4 | $735K | Buy |
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|
2015
Q3 | $686K | Buy |
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|
2015
Q2 | $684K | Sell |
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|
2015
Q1 | $856K | Buy |
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|
2014
Q4 | $815K | Buy |
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|
2014
Q3 | $563K | Sell |
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|
2014
Q2 | $690K | Sell |
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|
2014
Q1 | $787K | Buy |
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|
2013
Q4 | $734K | Buy |
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|
2013
Q3 | $624K | Sell |
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|
2013
Q2 | $587K | Buy |
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