Loring Wolcott & Coolidge Fiduciary 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
Q2 | $741K | Sell |
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|
2025
Q1 | $465K | Buy |
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|
2024
Q4 | $507K | Buy |
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|
2024
Q3 | $446K | Sell |
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|
2024
Q2 | $379K | Buy |
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|
2024
Q1 | $288K | Buy |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $290K | Buy |
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|
2023
Q2 | $193K | Buy |
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|
2023
Q1 | $150K | Sell |
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|
2022
Q4 | $146K | Sell |
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|
2022
Q3 | $171K | Sell |
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|
2022
Q2 | $206K | Buy |
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|
2022
Q1 | $148K | Hold |
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|
2021
Q4 | $156K | Buy |
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|
2021
Q3 | $129K | Sell |
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|
2021
Q2 | $123K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $82K | Buy |
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|
2020
Q3 | $28K | Buy |
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|
2020
Q2 | $19K | Sell |
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|
2020
Q1 | $31K | Sell |
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|
2019
Q4 | $187K | Sell |
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|
2019
Q3 | $281K | Sell |
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|
2019
Q2 | $296K | Hold |
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|
2019
Q1 | $279K | Buy |
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|
2018
Q4 | $204K | Sell |
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|
2018
Q3 | $251K | Hold |
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|
2018
Q2 | $215K | Hold |
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|
2018
Q1 | $223K | Hold |
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|
2017
Q4 | $231K | Hold |
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|
2017
Q3 | $236K | Sell |
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|
2017
Q2 | $247K | Hold |
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|
2017
Q1 | $221K | Sell |
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|
2016
Q4 | $194K | Sell |
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|
2016
Q3 | $205K | Sell |
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|
2016
Q2 | $241K | Sell |
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|
2016
Q1 | $300K | Hold |
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|
2015
Q4 | $268K | Sell |
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|
2015
Q3 | $425K | Hold |
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|
2015
Q2 | $425K | Sell |
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|
2015
Q1 | $482K | Sell |
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|
2014
Q4 | $524K | Buy |
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|
2014
Q3 | $427K | Sell |
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|
2014
Q2 | $498K | Buy |
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|
2014
Q1 | $483K | Sell |
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|
2013
Q4 | $665K | Sell |
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|
2013
Q3 | $583K | Sell |
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|
2013
Q2 | $563K | Buy |
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