Gallagher Fiduciary Advisors’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$449K Sell
2,054
-107
-5% -$23.4K 0.02% 192
2025
Q1
$302K Sell
2,161
-66
-3% -$9.23K 0.01% 238
2024
Q4
$371K Sell
2,227
-470
-17% -$78.3K 0.07% 188
2024
Q3
$460K Sell
2,697
-400
-13% -$68.2K 0.09% 126
2024
Q2
$437K Buy
3,097
+465
+18% +$65.7K 0.1% 115
2024
Q1
$331K Buy
2,632
+8
+0.3% +$1.01K 0.01% 141
2023
Q4
$277K Sell
2,624
-418
-14% -$44.1K 0.01% 152
2023
Q3
$322K Buy
3,042
+585
+24% +$62K 0.03% 118
2023
Q2
$293K Buy
2,457
+10
+0.4% +$1.19K 0.02% 161
2023
Q1
$227K Buy
+2,447
New +$227K 0.02% 183