JFS 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 | $591K | Hold |
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|
2025
Q2 | $460K | Sell |
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|
2025
Q1 | $309K | Sell |
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|
2024
Q4 | $387K | Sell |
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|
2024
Q3 | $426K | Buy |
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|
2024
Q2 | $352K | Sell |
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|
2024
Q1 | $328K | Sell |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $230K | Sell |
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|
2022
Q4 | $236K | Sell |
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|
2022
Q3 | $201K | Hold |
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|
2022
Q2 | $230K | Buy |
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|
2022
Q1 | $195K | Buy |
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|
2021
Q4 | $184K | Buy |
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|
2021
Q3 | $160K | Sell |
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|
2021
Q2 | $169K | Hold |
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|
2021
Q1 | $153K | Sell |
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|
2020
Q4 | $157K | Hold |
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|
2020
Q3 | $145K | Hold |
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|
2020
Q2 | $134K | Hold |
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|
2020
Q1 | $117K | Buy |
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|
2019
Q4 | $116K | Sell |
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|
2019
Q3 | $128K | Buy |
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|
2019
Q2 | $131K | Sell |
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|
2019
Q1 | $135K | Buy |
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|
2018
Q4 | $104K | Sell |
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|
2018
Q3 | $155K | Sell |
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|
2018
Q2 | $139K | Sell |
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|
2018
Q1 | $153K | Buy |
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|
2017
Q4 | $158K | Buy |
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|
2017
Q3 | $145K | Buy |
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|
2017
Q2 | $150K | Buy |
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|
2017
Q1 | $88K | Hold |
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|
2016
Q4 | $88K | Buy |
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|
2016
Q3 | $90K | Sell |
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|
2016
Q2 | $294K | Buy |
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|
2016
Q1 | $107K | Sell |
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|
2015
Q4 | $97K | Buy |
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|
2015
Q3 | $92K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $329K | Sell |
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|
2013
Q3 | $300K | Sell |
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|
2013
Q2 | $291K | Buy |
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