HCR Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $955K | Buy |
6,518
+30
| +0.5% | +$5.44K | 0.09% | 117 |
|
|
2026
Q1 | $955K | Sell |
6,488
-19,460
| -75% | -$3.16M | 0.1% | 113 |
|
|
2025
Q4 | $5.06M | Buy |
25,948
+25
| +0.1% | +$5.95K | 0.5% | 35 |
|
|
2025
Q3 | $7.49M | Sell |
25,923
-1,788
| -6% | -$455K | 0.78% | 21 |
|
|
2025
Q2 | $6.06M | Buy |
27,711
+1,246
| +5% | +$201K | 0.71% | 20 |
|
|
2025
Q1 | $3.7M | Buy |
26,465
+1,385
| +6% | +$225K | 0.48% | 35 |
|
|
2024
Q4 | $4.18M | Buy |
25,080
+330
| +1% | +$58.6K | 0.52% | 29 |
|
|
2024
Q3 | $4.22M | Buy |
24,750
+57
| +0.2% | +$8.26K | 0.55% | 29 |
|
|
2024
Q2 | $3.49M | Sell |
24,693
-874
| -3% | -$109K | 0.5% | 31 |
|
|
2024
Q1 | $3.21M | Sell |
25,567
-1,152
| -4% | -$132K | 0.49% | 34 |
|
|
2023
Q4 | $2.82M | Buy |
26,719
+3,355
| +14% | +$366K | 0.45% | 39 |
|
|
2023
Q3 | $2.47M | Buy |
23,364
+16,756
| +254% | +$1.94M | 0.54% | 32 |
|
|
2023
Q2 | $787K | Buy |
6,608
+65
| +1% | +$6.72K | 0.15% | 88 |
|
|
2023
Q1 | $608K | Hold |
6,543
| – | – | 0.12% | 106 |
|
|
2022
Q4 | $535K | Hold |
6,543
| – | – | 0.11% | 105 |
|
|
2022
Q3 | $400K | Hold |
6,543
| – | – | 0.09% | 120 |
|
|
2022
Q2 | $457K | Sell |
6,543
-100
| -2% | -$7.32K | 0.09% | 115 |
|
|
2022
Q1 | $550K | Hold |
6,643
| – | – | 0.09% | 118 |
|
|
2021
Q4 | $579K | Hold |
6,643
| – | – | 0.09% | 128 |
|
|
2021
Q3 | $579K | Hold |
6,643
| – | – | 0.1% | 124 |
|
|
2021
Q2 | $517K | Sell |
6,643
-466
| -7% | -$36.5K | 0.09% | 127 |
|
|
2021
Q1 | $499K | Sell |
7,109
-6,523
| -48% | -$422K | 0.1% | 127 |
|
|
2020
Q4 | $882K | Buy |
13,632
+35
| +0.3% | +$2.08K | 0.18% | 92 |
|
|
2020
Q3 | $812K | Sell |
13,597
-150
| -1% | -$8.52K | 0.19% | 87 |
|
|
2020
Q2 | $763K | Buy |
13,747
+138
| +1% | +$7.31K | 0.18% | 83 |
|
|
2020
Q1 | $658K | Sell |
13,609
-87,038
| -86% | -$4.49M | 0.19% | 81 |
|
|
2019
Q4 | $846K | Buy |
100,647
+6,700
| +7% | +$369K | 0.21% | 80 |
|
|
2019
Q3 | $507K | Sell |
93,947
-6,545
| -7% | -$362K | 0.17% | 94 |
|
|
2019
Q2 | $898K | Sell |
100,492
-50
| -0% | -$2.71K | 0.26% | 77 |
|
|
2019
Q1 | $848K | Buy |
100,542
+5,634
| +6% | +$287K | 0.24% | 80 |
|
|
2018
Q4 | $439K | Buy |
94,908
+34
| +0% | +$1.63K | 0.14% | 104 |
|
|
2018
Q3 | $465K | Sell |
94,874
-150
| -0.2% | -$7.29K | 0.15% | 104 |
|
|
2018
Q2 | $433K | Hold |
95,024
| – | – | 0.14% | 118 |
|
|
2018
Q1 | $450K | Buy |
95,024
+12
| +0% | +$597 | 0.16% | 111 |
|
|
2017
Q4 | $464K | Buy |
95,012
+500
| +0.5% | +$24.5K | 0.16% | 107 |
|
|
2017
Q3 | $474K | Hold |
94,512
| – | – | 0.2% | 101 |
|
|
2017
Q2 | $494K | Hold |
94,512
| – | – | 0.24% | 85 |
|
|
2017
Q1 | $442K | Sell |
94,512
-543
| -0.6% | -$22.6K | 0.23% | 93 |
|
|
2016
Q4 | $384K | Buy |
+95,055
| New | +$3.72M | 0.2% | 95 |
|
Other funds holding ORCL
CRM
CNB
SWA
P
QCM
DLA