Institute for Wealth Management’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 | $5.28M | Sell |
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|
2025
Q2 | $4.15M | Sell |
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|
2025
Q1 | $2.71M | Sell |
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|
2024
Q4 | $3.34M | Buy |
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|
2024
Q3 | $3.15M | Sell |
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|
2024
Q2 | $2.8M | Buy |
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|
2024
Q1 | $2.47M | Sell |
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|
2023
Q4 | $2.11M | Sell |
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|
2023
Q3 | $2.21M | Buy |
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|
2023
Q2 | $2.44M | Buy |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.48M | Sell |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.27M | Sell |
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|
2022
Q1 | $1.67M | Sell |
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|
2021
Q4 | $1.76M | Sell |
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|
2021
Q3 | $1.77M | Buy |
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|
2021
Q2 | $1.56M | Sell |
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|
2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $1.33M | Buy |
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|
2020
Q3 | $1.21M | Buy |
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|
2020
Q2 | $1.09M | Buy |
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|
2020
Q1 | $916K | Sell |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $1.05M | Sell |
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|
2019
Q2 | $1.2M | Buy |
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|
2019
Q1 | $976K | Sell |
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|
2018
Q4 | $898K | Buy |
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|
2018
Q3 | $937K | Sell |
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|
2018
Q2 | $865K | Sell |
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|
2018
Q1 | $918K | Sell |
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|
2017
Q4 | $949K | Sell |
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|
2017
Q3 | $1.04M | Buy |
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|
2017
Q2 | $957K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $4K | Hold |
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|
2013
Q3 | $3K | Buy |
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