J.W. Cole 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
Q2 | $14.9M | Buy |
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|
2025
Q1 | $5.96M | Buy |
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|
2024
Q4 | $6.48M | Buy |
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|
2024
Q3 | $6.5M | Buy |
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|
2024
Q2 | $4.05M | Sell |
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|
2024
Q1 | $3.79M | Buy |
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|
2023
Q4 | $2.87M | Buy |
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|
2023
Q3 | $2.26M | Buy |
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|
2023
Q2 | $2.52M | Sell |
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|
2023
Q1 | $2.02M | Sell |
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|
2022
Q4 | $2.09M | Sell |
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|
2022
Q3 | $1.98M | Sell |
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|
2022
Q2 | $2.29M | Sell |
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|
2022
Q1 | $2.95M | Buy |
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|
2021
Q4 | $2.76M | Buy |
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|
2021
Q3 | $2.74M | Buy |
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|
2021
Q2 | $2.25M | Buy |
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|
2021
Q1 | $1.77M | Buy |
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|
2020
Q4 | $1.19M | Sell |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $714K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $724K | Buy |
|