MA
MBA Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Sell |
2,038
-562
| -22% | -$123K | 0.21% | 88 |
|
|
2025
Q1 | $364K | Buy |
2,600
+380
| +17% | +$53.1K | 0.18% | 98 |
|
|
2024
Q4 | $370K | Hold |
2,220
| – | – | 0.19% | 90 |
|
|
2024
Q3 | $378K | Sell |
2,220
-56
| -2% | -$9.54K | 0.18% | 92 |
|
|
2024
Q2 | $321K | Sell |
2,276
-140
| -6% | -$19.8K | 0.16% | 97 |
|
|
2024
Q1 | $303K | Sell |
2,416
-143
| -6% | -$18K | 0.16% | 103 |
|
|
2023
Q4 | $270K | Sell |
2,559
-58
| -2% | -$6.12K | 0.15% | 105 |
|
|
2023
Q3 | $277K | Hold |
2,617
| – | – | 0.17% | 96 |
|
|
2023
Q2 | $312K | Sell |
2,617
-342
| -12% | -$40.7K | 0.19% | 88 |
|
|
2023
Q1 | $275K | Sell |
2,959
-113
| -4% | -$10.5K | 0.17% | 103 |
|
|
2022
Q4 | $251K | Buy |
+3,072
| New | +$251K | 0.16% | 105 |
|
|
2022
Q3 | – | Sell |
-3,042
| Closed | -$213K | – | 131 |
|
|
2022
Q2 | $213K | Hold |
3,042
| – | – | 0.15% | 123 |
|
|
2022
Q1 | $252K | Buy |
3,042
+38
| +1% | +$3.15K | 0.16% | 127 |
|
|
2021
Q4 | $262K | Hold |
3,004
| – | – | 0.16% | 126 |
|
|
2021
Q3 | $262K | Hold |
3,004
| – | – | 0.19% | 112 |
|
|
2021
Q2 | $234 | Hold |
3,004
| – | – | 0.11% | 123 |
|
|
2021
Q1 | $211 | Buy |
+3,004
| New | +$211 | 0.12% | 126 |
|