Gerber Kawasaki Wealth & Investment 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 | $14.3M | Buy |
65,384
+1,248
| +2% | +$273K | 0.55% | 41 |
|
|
2025
Q1 | $8.97M | Buy |
64,136
+8,409
| +15% | +$1.18M | 0.4% | 54 |
|
|
2024
Q4 | $9.29M | Buy |
55,727
+10,151
| +22% | +$1.69M | 0.4% | 52 |
|
|
2024
Q3 | $7.77M | Buy |
45,576
+3,425
| +8% | +$584K | 0.36% | 58 |
|
|
2024
Q2 | $5.95M | Buy |
42,151
+7,392
| +21% | +$1.04M | 0.3% | 66 |
|
|
2024
Q1 | $4.37M | Buy |
34,759
+3,104
| +10% | +$390K | 0.24% | 70 |
|
|
2023
Q4 | $3.34M | Buy |
31,655
+7,075
| +29% | +$746K | 0.2% | 79 |
|
|
2023
Q3 | $2.6M | Buy |
24,580
+13,434
| +121% | +$1.42M | 0.18% | 85 |
|
|
2023
Q2 | $1.33M | Buy |
11,146
+7,068
| +173% | +$840K | 0.09% | 114 |
|
|
2023
Q1 | $379K | Sell |
4,078
-92
| -2% | -$8.55K | 0.03% | 179 |
|
|
2022
Q4 | $341K | Buy |
4,170
+63
| +2% | +$5.15K | 0.03% | 186 |
|
|
2022
Q3 | $250K | Buy |
4,107
+235
| +6% | +$14.3K | 0.02% | 193 |
|
|
2022
Q2 | $270K | Buy |
3,872
+530
| +16% | +$37K | 0.03% | 201 |
|
|
2022
Q1 | $276K | Sell |
3,342
-537
| -14% | -$44.3K | 0.02% | 215 |
|
|
2021
Q4 | $338K | Buy |
3,879
+3,872
| +55,314% | +$337K | 0.03% | 193 |
|
|
2021
Q3 | $7K | Sell |
7
-3,935
| -100% | -$3.94M | ﹤0.01% | 704 |
|
|
2021
Q2 | $306K | Buy |
3,942
+171
| +5% | +$13.3K | 0.03% | 187 |
|
|
2021
Q1 | $264K | Sell |
3,771
-1,929
| -34% | -$135K | 0.03% | 177 |
|
|
2020
Q4 | $368K | Buy |
5,700
+122
| +2% | +$7.88K | 0.05% | 128 |
|
|
2020
Q3 | $333K | Buy |
5,578
+32
| +0.6% | +$1.91K | 0.07% | 97 |
|
|
2020
Q2 | $306K | Sell |
5,546
-800
| -13% | -$44.1K | 0.07% | 107 |
|
|
2020
Q1 | $306K | Hold |
6,346
| – | – | 0.09% | 100 |
|
|
2019
Q4 | $335K | Hold |
6,346
| – | – | 0.08% | 95 |
|
|
2019
Q3 | $349K | Buy |
6,346
+203
| +3% | +$11.2K | 0.1% | 95 |
|
|
2019
Q2 | $349K | Buy |
6,143
+100
| +2% | +$5.68K | 0.1% | 86 |
|
|
2019
Q1 | $324K | Hold |
6,043
| – | – | 0.1% | 85 |
|
|
2018
Q4 | $272K | Buy |
6,043
+940
| +18% | +$42.3K | 0.1% | 83 |
|
|
2018
Q3 | $264K | Sell |
5,103
-262
| -5% | -$13.6K | 0.07% | 104 |
|
|
2018
Q2 | $241K | Buy |
+5,365
| New | +$241K | 0.07% | 91 |
|