MG
Mather Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Sell |
25,751
-856
| -3% | -$187K | 0.06% | 112 |
|
|
2025
Q1 | $3.72M | Buy |
26,607
+1,682
| +7% | +$235K | 0.04% | 134 |
|
|
2024
Q4 | $4.15M | Buy |
24,925
+137
| +0.6% | +$22.8K | 0.05% | 125 |
|
|
2024
Q3 | $4.22M | Sell |
24,788
-98,534
| -80% | -$16.8M | 0.05% | 121 |
|
|
2024
Q2 | $15.5M | Buy |
123,322
+98,390
| +395% | +$12.4M | 0.19% | 56 |
|
|
2024
Q1 | $2.63M | Sell |
24,932
-665
| -3% | -$70.1K | 0.04% | 140 |
|
|
2023
Q4 | $2.7M | Buy |
25,597
+2,071
| +9% | +$218K | 0.04% | 142 |
|
|
2023
Q3 | $2.49M | Buy |
23,526
+930
| +4% | +$98.5K | 0.04% | 138 |
|
|
2023
Q2 | $2.69M | Sell |
22,596
-2,744
| -11% | -$327K | 0.04% | 144 |
|
|
2023
Q1 | $2.35M | Buy |
25,340
+441
| +2% | +$41K | 0.04% | 134 |
|
|
2022
Q4 | $2.04M | Sell |
24,899
-112,457
| -82% | -$9.19M | 0.04% | 140 |
|
|
2022
Q3 | $8.39M | Buy |
137,356
+17,543
| +15% | +$1.07M | 0.18% | 60 |
|
|
2022
Q2 | $8.37M | Buy |
119,813
+18,741
| +19% | +$1.31M | 0.19% | 59 |
|
|
2022
Q1 | $8.36M | Sell |
101,072
-9,715
| -9% | -$804K | 0.17% | 58 |
|
|
2021
Q4 | $9.66M | Buy |
110,787
+2,066
| +2% | +$180K | 0.19% | 54 |
|
|
2021
Q3 | $9.47M | Sell |
108,721
-5,335
| -5% | -$465K | 0.23% | 47 |
|
|
2021
Q2 | $8.88M | Buy |
114,056
+20,928
| +22% | +$1.63M | 0.22% | 45 |
|
|
2021
Q1 | $6.54M | Buy |
93,128
+2,512
| +3% | +$176K | 0.18% | 47 |
|
|
2020
Q4 | $5.86M | Buy |
90,616
+1,255
| +1% | +$81.2K | 0.19% | 45 |
|
|
2020
Q3 | $5.34M | Sell |
89,361
-50,707
| -36% | -$3.03M | 0.21% | 44 |
|
|
2020
Q2 | $7.74M | Buy |
+140,068
| New | +$7.74M | 0.35% | 27 |
|