Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.86M | Hold |
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|
2025
Q2 | $2.23M | Sell |
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|
2025
Q1 | $1.85M | Hold |
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|
2024
Q4 | $2.21M | Sell |
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|
2024
Q3 | $2.43M | Buy |
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|
2024
Q2 | $1.43M | Hold |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.78M | Hold |
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|
2023
Q3 | $1.79M | Hold |
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|
2023
Q2 | $2.01M | Sell |
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|
2023
Q1 | $1.63M | Hold |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.24M | Buy |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $3.52M | Buy |
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|
2021
Q3 | $3.46M | Buy |
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|
2021
Q2 | $3.03M | Sell |
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|
2021
Q1 | $3.4M | Sell |
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|
2020
Q4 | $3.14M | Buy |
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|
2020
Q3 | $264K | Sell |
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|
2020
Q2 | $258K | Hold |
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|
2020
Q1 | $226K | Hold |
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|
2019
Q4 | $248K | Buy |
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|
2019
Q3 | $248K | Sell |
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|
2019
Q2 | $317K | Buy |
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|
2019
Q1 | $284K | Hold |
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|
2018
Q4 | $238K | Hold |
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|
2018
Q3 | $272K | Sell |
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|
2018
Q2 | $243K | Hold |
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|
2018
Q1 | $252K | Hold |
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|
2017
Q4 | $260K | Buy |
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|
2017
Q3 | $256K | Buy |
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|
2017
Q2 | $258K | Buy |
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|
2017
Q1 | $218K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $216K | Buy |
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