GA
Geller Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.22M | Sell |
7,304
-57
| -0.8% | -$9.5K | 0.08% | 58 |
|
|
2024
Q3 | $1.25M | Sell |
7,361
-2,880
| -28% | -$491K | 0.09% | 61 |
|
|
2024
Q2 | $1.45M | Sell |
10,241
-643
| -6% | -$90.8K | 0.11% | 53 |
|
|
2024
Q1 | $1.37M | Buy |
10,884
+1,121
| +11% | +$141K | 0.11% | 50 |
|
|
2023
Q4 | $1.03M | Sell |
9,763
-118
| -1% | -$12.4K | 0.1% | 68 |
|
|
2023
Q3 | $1.05M | Buy |
9,881
+2,225
| +29% | +$236K | 0.12% | 53 |
|
|
2023
Q2 | $912K | Buy |
7,656
+2,616
| +52% | +$312K | 0.11% | 57 |
|
|
2023
Q1 | $468K | Buy |
5,040
+469
| +10% | +$43.6K | 0.07% | 73 |
|
|
2022
Q4 | $374K | Buy |
4,571
+283
| +7% | +$23.1K | 0.06% | 71 |
|
|
2022
Q3 | $262K | Sell |
4,288
-735
| -15% | -$44.9K | 0.06% | 94 |
|
|
2022
Q2 | $351K | Sell |
5,023
-20
| -0.4% | -$1.4K | 0.07% | 75 |
|
|
2022
Q1 | $417K | Buy |
5,043
+70
| +1% | +$5.79K | 0.08% | 73 |
|
|
2021
Q4 | $434K | Sell |
4,973
-29
| -0.6% | -$2.53K | 0.08% | 72 |
|
|
2021
Q3 | $436K | Sell |
5,002
-96
| -2% | -$8.37K | 0.1% | 64 |
|
|
2021
Q2 | $397K | Buy |
5,098
+1
| +0% | +$78 | 0.09% | 67 |
|
|
2021
Q1 | $358K | Buy |
5,097
+1,694
| +50% | +$119K | 0.08% | 70 |
|
|
2020
Q4 | $346K | Hold |
3,403
| – | – | 0.09% | 66 |
|
|
2020
Q3 | $203K | Sell |
3,403
-803
| -19% | -$47.9K | 0.06% | 81 |
|
|
2020
Q2 | $232K | Sell |
4,206
-1,407
| -25% | -$77.6K | 0.07% | 67 |
|
|
2020
Q1 | $271K | Sell |
5,613
-30
| -0.5% | -$1.45K | 0.08% | 50 |
|
|
2019
Q4 | $299K | Sell |
5,643
-1,376
| -20% | -$72.9K | 0.09% | 36 |
|
|
2019
Q3 | $386K | Buy |
+7,019
| New | +$386K | 0.14% | 31 |
|