Halbert Hargrove Global 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 | $120K | Buy |
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|
2025
Q2 | $62.3K | Sell |
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|
2025
Q1 | $43.2K | Buy |
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|
2024
Q4 | $47.5K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $476K | Buy |
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|
2022
Q4 | $408K | Sell |
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|
2022
Q3 | $311K | Buy |
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|
2022
Q2 | $345K | Sell |
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|
2022
Q1 | $409K | Sell |
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|
2021
Q4 | $441K | Sell |
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|
2021
Q3 | $450K | Sell |
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|
2021
Q2 | $445K | Buy |
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|
2021
Q1 | $366K | Buy |
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|
2020
Q4 | $330K | Sell |
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|
2020
Q3 | $305K | Buy |
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|
2020
Q2 | $271K | Sell |
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|
2020
Q1 | $259K | Sell |
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|
2019
Q4 | $301K | Sell |
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|
2019
Q3 | $357K | Buy |
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|
2019
Q2 | $366K | Sell |
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|
2019
Q1 | $348K | Sell |
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|
2018
Q4 | $296K | Sell |
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|
2018
Q3 | $346K | Sell |
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|
2018
Q2 | $314K | Sell |
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|
2018
Q1 | $339K | Buy |
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|
2017
Q4 | $306K | Sell |
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|
2017
Q3 | $331K | Sell |
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|
2017
Q2 | $345K | Sell |
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|
2017
Q1 | $364K | Buy |
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|
2016
Q4 | $267K | Buy |
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|
2016
Q3 | $254K | Sell |
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|
2016
Q2 | $295K | Buy |
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|
2016
Q1 | $283K | Sell |
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|
2015
Q4 | $305K | Sell |
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|
2015
Q3 | $311K | Sell |
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|
2015
Q2 | $891K | Sell |
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|
2015
Q1 | $976K | Buy |
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|
2014
Q4 | $532K | Sell |
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|
2014
Q3 | $549K | Buy |
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|
2014
Q2 | $501K | Buy |
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|
2014
Q1 | $428K | Buy |
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|
2013
Q4 | $391K | Sell |
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|
2013
Q3 | $408K | Sell |
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|
2013
Q2 | $394K | Buy |
|