Glass Jacobson Investment 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
Q3
$169K Hold
2025
Q2
$131K Sell
2025
Q1
$384K Hold
2024
Q4
$384K Sell
2024
Q3
$533K Buy
2024
Q2
$305K Sell
2024
Q1
$274K Buy
2023
Q4
$228K Hold
2023
Q3
$229K Sell
2023
Q2
$269K Buy
2022
Q4
$177K Buy