Geneos Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.36M | Sell |
29,070
-22,636
| -44% | -$4.95M | 0.16% | 162 |
|
|
2025
Q1 | $7.23M | Buy |
51,706
+30,354
| +142% | +$4.24M | 0.1% | 241 |
|
|
2024
Q4 | $3.56M | Buy |
21,352
+765
| +4% | +$127K | 0.12% | 190 |
|
|
2024
Q3 | $3.51M | Buy |
20,587
+3,920
| +24% | +$668K | 0.13% | 185 |
|
|
2024
Q2 | $2.35M | Sell |
16,667
-2,161
| -11% | -$305K | 0.1% | 223 |
|
|
2024
Q1 | $2.37M | Buy |
18,828
+1,092
| +6% | +$137K | 0.11% | 221 |
|
|
2023
Q4 | $1.87M | Sell |
17,736
-1,084
| -6% | -$114K | 0.09% | 244 |
|
|
2023
Q3 | $1.99M | Buy |
18,820
+399
| +2% | +$42.3K | 0.1% | 215 |
|
|
2023
Q2 | $2.19M | Buy |
18,421
+1,854
| +11% | +$221K | 0.11% | 201 |
|
|
2023
Q1 | $1.54M | Buy |
16,567
+751
| +5% | +$69.8K | 0.09% | 237 |
|
|
2022
Q4 | $1.29M | Buy |
15,816
+2
| +0% | +$163 | 0.08% | 231 |
|
|
2022
Q3 | $965K | Sell |
15,814
-11,523
| -42% | -$703K | 0.07% | 259 |
|
|
2022
Q2 | $1.94M | Buy |
27,337
+562
| +2% | +$39.8K | 0.1% | 216 |
|
|
2022
Q1 | $2.22M | Sell |
26,775
-394
| -1% | -$32.6K | 0.1% | 212 |
|
|
2021
Q4 | $2.37M | Buy |
27,169
+389
| +1% | +$33.9K | 0.09% | 226 |
|
|
2021
Q3 | $2.4M | Buy |
26,780
+5,097
| +24% | +$457K | 0.09% | 218 |
|
|
2021
Q2 | $1.77M | Sell |
21,683
-7,533
| -26% | -$616K | 0.07% | 258 |
|
|
2021
Q1 | $2.21M | Sell |
29,216
-3,341
| -10% | -$253K | 0.06% | 275 |
|
|
2020
Q4 | $2.03M | Buy |
32,557
+13,777
| +73% | +$857K | 0.08% | 234 |
|
|
2020
Q3 | $1.12M | Sell |
18,780
-1,492
| -7% | -$89.2K | 0.06% | 269 |
|
|
2020
Q2 | $1.1M | Sell |
20,272
-404
| -2% | -$21.9K | 0.06% | 271 |
|
|
2020
Q1 | $1.03M | Sell |
20,676
-436
| -2% | -$21.7K | 0.07% | 252 |
|
|
2019
Q4 | $1.13M | Buy |
21,112
+337
| +2% | +$18K | 0.06% | 279 |
|
|
2019
Q3 | $1.12M | Buy |
20,775
+1,690
| +9% | +$91.4K | 0.07% | 252 |
|
|
2019
Q2 | $1.09M | Sell |
19,085
-1,643
| -8% | -$93.9K | 0.07% | 260 |
|
|
2019
Q1 | $1.11M | Buy |
20,728
+292
| +1% | +$15.7K | 0.07% | 257 |
|
|
2018
Q4 | $913K | Sell |
20,436
-1,901
| -9% | -$84.9K | 0.07% | 262 |
|
|
2018
Q3 | $1.15M | Sell |
22,337
-2,723
| -11% | -$140K | 0.08% | 240 |
|
|
2018
Q2 | $1.1M | Sell |
25,060
-1,298
| -5% | -$57.2K | 0.09% | 207 |
|
|
2018
Q1 | $1.21M | Buy |
26,358
+1,678
| +7% | +$76.7K | 0.11% | 185 |
|
|
2017
Q4 | $1.17M | Buy |
24,680
+3,981
| +19% | +$188K | 0.1% | 185 |
|
|
2017
Q3 | $1M | Sell |
20,699
-10,615
| -34% | -$513K | 0.1% | 200 |
|
|
2017
Q2 | $1.57M | Buy |
31,314
+295
| +1% | +$14.8K | 0.16% | 139 |
|
|
2017
Q1 | $1.38M | Buy |
31,019
+13,537
| +77% | +$604K | 0.14% | 140 |
|
|
2016
Q4 | $672K | Sell |
17,482
-783
| -4% | -$30.1K | 0.09% | 207 |
|
|
2016
Q3 | $717K | Buy |
18,265
+178
| +1% | +$6.99K | 0.1% | 203 |
|
|
2016
Q2 | $739K | Sell |
18,087
-1,315
| -7% | -$53.7K | 0.11% | 182 |
|
|
2016
Q1 | $798K | Buy |
+19,402
| New | +$798K | 0.12% | 171 |
|