HCR Wealth Advisors’s Oracle ORCL Stock Holding History

HCR Wealth Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.06M	Buy	27,711 +1,246	+5%	+$272K	0.71%	20
2025 Q1	$3.7M	Buy	26,465 +1,385	+6%	+$194K	0.48%	35
2024 Q4	$4.18M	Buy	25,080 +330	+1%	+$55K	0.52%	29
2024 Q3	$4.22M	Buy	24,750 +57	+0.2%	+$9.71K	0.55%	29
2024 Q2	$3.49M	Sell	24,693 -874	-3%	-$123K	0.5%	31
2024 Q1	$3.21M	Sell	25,567 -1,152	-4%	-$145K	0.49%	34
2023 Q4	$2.82M	Buy	26,719 +3,355	+14%	+$354K	0.45%	39
2023 Q3	$2.47M	Buy	23,364 +16,756	+254%	+$1.77M	0.54%	32
2023 Q2	$787K	Buy	6,608 +65	+1%	+$7.74K	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%	-$6.99K	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%	-$36.3K	0.09%	127
2021 Q1	$499K	Sell	7,109 -6,523	-48%	-$458K	0.1%	127
2020 Q4	$882K	Buy	13,632 +35	+0.3%	+$2.27K	0.18%	92
2020 Q3	$812K	Sell	13,597 -150	-1%	-$8.96K	0.19%	87
2020 Q2	$763K	Buy	13,747 +138	+1%	+$7.66K	0.18%	83
2020 Q1	$658K	Sell	13,609 -87,038	-86%	-$4.21M	0.19%	81
2019 Q4	$846K	Buy	100,647 +6,700	+7%	+$56.3K	0.21%	80
2019 Q3	$507K	Sell	93,947 -6,545	-7%	-$35.3K	0.17%	94
2019 Q2	$898K	Sell	100,492 -50	-0%	-$447	0.26%	77
2019 Q1	$848K	Buy	100,542 +5,634	+6%	+$47.5K	0.24%	80
2018 Q4	$439K	Buy	94,908 +34	+0%	+$157	0.14%	104
2018 Q3	$465K	Sell	94,874 -150	-0.2%	-$735	0.15%	104
2018 Q2	$433K	Hold	95,024	–	–	0.14%	118
2018 Q1	$450K	Buy	95,024 +12	+0%	+$57	0.16%	111
2017 Q4	$464K	Buy	95,012 +500	+0.5%	+$2.44K	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%	-$2.54K	0.23%	93
2016 Q4	$384K	Buy	+95,055	New	+$384K	0.2%	95