Klingman & Associates’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 | $4.09M | Buy |
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|
2025
Q2 | $3.11M | Buy |
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|
2025
Q1 | $1.72M | Buy |
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|
2024
Q4 | $2M | Buy |
|
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|
2024
Q3 | $1.96M | Buy |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.18M | Hold |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.46M | Buy |
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|
2023
Q1 | $714K | Sell |
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|
2022
Q4 | $640K | Buy |
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|
2022
Q3 | $467K | Buy |
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|
2022
Q2 | $525K | Sell |
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|
2022
Q1 | $622K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $202K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $59K | Hold |
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|
2016
Q2 | $61K | Sell |
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|
2016
Q1 | $101K | Hold |
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|
2015
Q4 | $90K | Sell |
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|
2015
Q3 | $124K | Hold |
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|
2015
Q2 | $138K | Hold |
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|
2015
Q1 | $148K | Hold |
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|
2014
Q4 | $154K | Buy |
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