GVAG
Great Valley Advisor Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Sell |
24,300
-3,784
| -13% | -$827K | 0.12% | 166 |
|
|
2025
Q1 | $3.93M | Buy |
28,084
+7,170
| +34% | +$1M | 0.08% | 206 |
|
|
2024
Q4 | $3.49M | Buy |
20,914
+888
| +4% | +$148K | 0.08% | 232 |
|
|
2024
Q3 | $3.41M | Buy |
20,026
+4,013
| +25% | +$684K | 0.08% | 233 |
|
|
2024
Q2 | $2.26M | Buy |
16,013
+1,678
| +12% | +$237K | 0.06% | 269 |
|
|
2024
Q1 | $1.8M | Sell |
14,335
-38,693
| -73% | -$4.86M | 0.05% | 291 |
|
|
2023
Q4 | $5.59M | Buy |
53,028
+9,291
| +21% | +$980K | 0.2% | 130 |
|
|
2023
Q3 | $4.63M | Buy |
43,737
+6,336
| +17% | +$671K | 0.19% | 129 |
|
|
2023
Q2 | $4.45M | Buy |
37,401
+2,674
| +8% | +$318K | 0.19% | 134 |
|
|
2023
Q1 | $3.23M | Sell |
34,727
-3,076
| -8% | -$286K | 0.15% | 164 |
|
|
2022
Q4 | $3.09M | Buy |
37,803
+6,864
| +22% | +$561K | 0.16% | 155 |
|
|
2022
Q3 | $1.89M | Buy |
30,939
+21,708
| +235% | +$1.33M | 0.11% | 202 |
|
|
2022
Q2 | $645K | Buy |
9,231
+159
| +2% | +$11.1K | 0.04% | 381 |
|
|
2022
Q1 | $757K | Sell |
9,072
-3,855
| -30% | -$322K | 0.04% | 317 |
|
|
2021
Q4 | $1.13M | Buy |
12,927
+2,042
| +19% | +$178K | 0.07% | 256 |
|
|
2021
Q3 | $949K | Buy |
10,885
+449
| +4% | +$39.1K | 0.07% | 256 |
|
|
2021
Q2 | $800K | Buy |
10,436
+1,464
| +16% | +$112K | 0.06% | 261 |
|
|
2021
Q1 | $629K | Buy |
8,972
+2,823
| +46% | +$198K | 0.06% | 264 |
|
|
2020
Q4 | $398K | Buy |
6,149
+555
| +10% | +$35.9K | 0.04% | 319 |
|
|
2020
Q3 | $334K | Buy |
5,594
+507
| +10% | +$30.3K | 0.04% | 310 |
|
|
2020
Q2 | $281K | Buy |
+5,087
| New | +$281K | 0.05% | 324 |
|
|
2020
Q1 | – | Sell |
-19,861
| Closed | -$1.05M | – | 358 |
|
|
2019
Q4 | $1.05M | Sell |
19,861
-7,563
| -28% | -$401K | 0.23% | 130 |
|
|
2019
Q3 | $1.51M | Sell |
27,424
-7,130
| -21% | -$392K | 0.36% | 84 |
|
|
2019
Q2 | $1.97M | Buy |
34,554
+22,521
| +187% | +$1.28M | 0.49% | 64 |
|
|
2019
Q1 | $646K | Buy |
12,033
+2
| +0% | +$107 | 0.21% | 136 |
|
|
2018
Q4 | $551K | Buy |
+12,031
| New | +$551K | 0.21% | 109 |
|