Keudell/Morrison 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
Q2 | $2.15M | Sell |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.91M | Buy |
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|
2024
Q3 | $1.93M | Buy |
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|
2024
Q2 | $1.5M | Sell |
|
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|
2024
Q1 | $1.38M | Buy |
|
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|
2023
Q4 | $1.14M | Buy |
|
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|
2023
Q3 | $1.04M | Buy |
|
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|
2023
Q2 | $1.15M | Sell |
|
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|
2023
Q1 | $968K | Sell |
|
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|
2022
Q4 | $861K | Sell |
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|
2022
Q3 | $651K | Buy |
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|
2022
Q2 | $698K | Buy |
|
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|
2022
Q1 | $808K | Sell |
|
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|
2021
Q4 | $957K | Buy |
|
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|
2021
Q3 | $946K | Buy |
|
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|
2021
Q2 | $834K | Sell |
|
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|
2021
Q1 | $763K | Buy |
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|
2020
Q4 | $696K | Buy |
|
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|
2020
Q3 | $617K | Sell |
|
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|
2020
Q2 | $576K | Buy |
|
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|
2020
Q1 | $482K | Sell |
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|
2019
Q4 | $655K | Sell |
|
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|
2019
Q3 | $1.03M | Buy |
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|
2019
Q2 | $1M | Sell |
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|
2019
Q1 | $1.06M | Buy |
|