KCM Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Buy |
21,613
+891
| +4% | +$195K | 0.16% | 99 |
|
|
2025
Q1 | $2.9M | Buy |
20,722
+384
| +2% | +$53.7K | 0.1% | 131 |
|
|
2024
Q4 | $3.39M | Sell |
20,338
-367
| -2% | -$61.2K | 0.12% | 123 |
|
|
2024
Q3 | $3.53M | Buy |
20,705
+833
| +4% | +$142K | 0.12% | 121 |
|
|
2024
Q2 | $2.81M | Buy |
19,872
+271
| +1% | +$38.3K | 0.1% | 127 |
|
|
2024
Q1 | $2.46M | Sell |
19,601
-668
| -3% | -$83.9K | 0.09% | 137 |
|
|
2023
Q4 | $2.14M | Sell |
20,269
-1,279
| -6% | -$135K | 0.09% | 147 |
|
|
2023
Q3 | $2.28M | Sell |
21,548
-1,435
| -6% | -$152K | 0.1% | 139 |
|
|
2023
Q2 | $2.74M | Sell |
22,983
-4,078
| -15% | -$486K | 0.11% | 133 |
|
|
2023
Q1 | $2.51M | Sell |
27,061
-349
| -1% | -$32.4K | 0.1% | 148 |
|
|
2022
Q4 | $2.24M | Sell |
27,410
-2,572
| -9% | -$210K | 0.1% | 148 |
|
|
2022
Q3 | $1.83M | Sell |
29,982
-636
| -2% | -$38.8K | 0.08% | 157 |
|
|
2022
Q2 | $2.14M | Buy |
30,618
+1,337
| +5% | +$93.4K | 0.09% | 149 |
|
|
2022
Q1 | $2.42M | Sell |
29,281
-2,053
| -7% | -$170K | 0.09% | 151 |
|
|
2021
Q4 | $2.73M | Sell |
31,334
-9,647
| -24% | -$841K | 0.1% | 152 |
|
|
2021
Q3 | $3.57M | Buy |
40,981
+293
| +0.7% | +$25.5K | 0.14% | 114 |
|
|
2021
Q2 | $3.17M | Buy |
40,688
+345
| +0.9% | +$26.9K | 0.13% | 123 |
|
|
2021
Q1 | $2.83M | Buy |
40,343
+305
| +0.8% | +$21.4K | 0.13% | 125 |
|
|
2020
Q4 | $2.59M | Sell |
40,038
-2,742
| -6% | -$177K | 0.12% | 120 |
|
|
2020
Q3 | $2.55M | Sell |
42,780
-635
| -1% | -$37.9K | 0.14% | 112 |
|
|
2020
Q2 | $2.4M | Sell |
43,415
-1,220
| -3% | -$67.4K | 0.14% | 118 |
|
|
2020
Q1 | $2.16M | Sell |
44,635
-1,536
| -3% | -$74.2K | 0.15% | 110 |
|
|
2019
Q4 | $2.45M | Sell |
46,171
-1,164
| -2% | -$61.7K | 0.13% | 124 |
|
|
2019
Q3 | $2.61M | Sell |
47,335
-1,534
| -3% | -$84.4K | 0.15% | 114 |
|
|
2019
Q2 | $2.78M | Sell |
48,869
-950
| -2% | -$54.1K | 0.17% | 110 |
|
|
2019
Q1 | $2.68M | Sell |
49,819
-2,997
| -6% | -$161K | 0.17% | 118 |
|
|
2018
Q4 | $2.39M | Sell |
52,816
-1,738
| -3% | -$78.5K | 0.16% | 128 |
|
|
2018
Q3 | $2.81M | Sell |
54,554
-16,963
| -24% | -$875K | 0.16% | 121 |
|
|
2018
Q2 | $3.15M | Sell |
71,517
-3,038
| -4% | -$134K | 0.19% | 111 |
|
|
2018
Q1 | $3.41M | Sell |
74,555
-9,614
| -11% | -$440K | 0.21% | 110 |
|
|
2017
Q4 | $3.98M | Sell |
84,169
-1,380
| -2% | -$65.3K | 0.23% | 106 |
|
|
2017
Q3 | $4.14M | Sell |
85,549
-2,466
| -3% | -$119K | 0.25% | 102 |
|
|
2017
Q2 | $4.41M | Sell |
88,015
-275
| -0.3% | -$13.8K | 0.28% | 95 |
|
|
2017
Q1 | $3.94M | Sell |
88,290
-10,234
| -10% | -$457K | 0.25% | 105 |
|
|
2016
Q4 | $3.79M | Sell |
98,524
-18,019
| -15% | -$693K | 0.26% | 105 |
|
|
2016
Q3 | $4.58M | Sell |
116,543
-3,030
| -3% | -$119K | 0.31% | 92 |
|
|
2016
Q2 | $4.89M | Sell |
119,573
-2,102
| -2% | -$86K | 0.34% | 85 |
|
|
2016
Q1 | $4.98M | Sell |
121,675
-240
| -0.2% | -$9.82K | 0.37% | 80 |
|
|
2015
Q4 | $4.45M | Sell |
121,915
-490
| -0.4% | -$17.9K | 0.35% | 85 |
|
|
2015
Q3 | $4.42M | Buy |
122,405
+1,447
| +1% | +$52.3K | 0.37% | 84 |
|
|
2015
Q2 | $4.88M | Buy |
120,958
+2,206
| +2% | +$88.9K | 0.39% | 75 |
|
|
2015
Q1 | $5.12M | Buy |
118,752
+17,729
| +18% | +$765K | 0.41% | 69 |
|
|
2014
Q4 | $4.54M | Buy |
101,023
+15,591
| +18% | +$701K | 0.38% | 75 |
|
|
2014
Q3 | $3.27M | Buy |
85,432
+3,913
| +5% | +$150K | 0.3% | 95 |
|
|
2014
Q2 | $3.3M | Buy |
81,519
+676
| +0.8% | +$27.4K | 0.31% | 94 |
|
|
2014
Q1 | $3.31M | Buy |
80,843
+1,193
| +1% | +$48.8K | 0.34% | 87 |
|
|
2013
Q4 | $3.05M | Buy |
79,650
+4,375
| +6% | +$167K | 0.33% | 93 |
|
|
2013
Q3 | $2.5M | Buy |
75,275
+894
| +1% | +$29.7K | 0.3% | 101 |
|
|
2013
Q2 | $2.28M | Buy |
+74,381
| New | +$2.28M | 0.28% | 105 |
|