JGP 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 | $4.98M | Buy |
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|
2025
Q2 | $3.63M | Sell |
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|
2025
Q1 | $2.53M | Sell |
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|
2024
Q4 | $3.15M | Buy |
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|
2024
Q3 | $3.21M | Buy |
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|
2024
Q2 | $2.59M | Sell |
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|
2024
Q1 | $2.35M | Sell |
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|
2023
Q4 | $1.97M | Sell |
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|
2023
Q3 | $1.99M | Buy |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $893K | Sell |
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|
2022
Q4 | $792K | Sell |
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|
2022
Q3 | $618K | Buy |
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|
2022
Q2 | $656K | Buy |
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|
2022
Q1 | $525K | Buy |
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|
2021
Q4 | $538K | Buy |
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|
2021
Q3 | $538K | Hold |
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|
2021
Q2 | $481K | Buy |
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|
2021
Q1 | $429K | Hold |
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|
2020
Q4 | $388K | Hold |
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|
2020
Q3 | $371K | Sell |
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|
2020
Q2 | $348K | Hold |
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|
2020
Q1 | $320K | Sell |
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|
2019
Q4 | $335K | Hold |
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|
2019
Q3 | $330K | Hold |
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|
2019
Q2 | $353K | Buy |
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|
2019
Q1 | $226K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $217K | Sell |
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|
2018
Q2 | $275K | Buy |
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