ML
McAdam LLC’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
9,530
+1,614
| +20% | +$353K | 0.11% | 94 |
|
|
2025
Q1 | $1.11M | Buy |
7,916
+310
| +4% | +$43.3K | 0.07% | 121 |
|
|
2024
Q4 | $1.27M | Buy |
7,606
+852
| +13% | +$142K | 0.07% | 119 |
|
|
2024
Q3 | $1.15M | Buy |
6,754
+315
| +5% | +$53.7K | 0.06% | 121 |
|
|
2024
Q2 | $909K | Buy |
6,439
+447
| +7% | +$63.1K | 0.05% | 126 |
|
|
2024
Q1 | $753K | Sell |
5,992
-13,969
| -70% | -$1.75M | 0.05% | 132 |
|
|
2023
Q4 | $2.1M | Sell |
19,961
-194
| -1% | -$20.5K | 0.15% | 76 |
|
|
2023
Q3 | $2.13M | Buy |
20,155
+392
| +2% | +$41.5K | 0.18% | 72 |
|
|
2023
Q2 | $2.35M | Buy |
19,763
+13,942
| +240% | +$1.66M | 0.19% | 68 |
|
|
2023
Q1 | $541K | Buy |
5,821
+107
| +2% | +$9.94K | 0.05% | 142 |
|
|
2022
Q4 | $498K | Sell |
5,714
-276
| -5% | -$24.1K | 0.05% | 102 |
|
|
2022
Q3 | $366K | Sell |
5,990
-17
| -0.3% | -$1.04K | 0.04% | 150 |
|
|
2022
Q2 | $420K | Buy |
6,007
+272
| +5% | +$19K | 0.04% | 147 |
|
|
2022
Q1 | $474K | Buy |
5,735
+21
| +0.4% | +$1.74K | 0.04% | 112 |
|
|
2021
Q4 | $498K | Hold |
5,714
| – | – | 0.05% | 102 |
|
|
2021
Q3 | $498K | Buy |
5,714
+59
| +1% | +$5.14K | 0.06% | 102 |
|
|
2021
Q2 | $496K | Buy |
5,655
+193
| +4% | +$16.9K | 0.06% | 100 |
|
|
2021
Q1 | $383K | Buy |
5,462
+62
| +1% | +$4.35K | 0.05% | 102 |
|
|
2020
Q4 | $340K | Buy |
5,400
+5
| +0.1% | +$315 | 0.05% | 109 |
|
|
2020
Q3 | $322K | Sell |
5,395
-96
| -2% | -$5.73K | 0.06% | 90 |
|
|
2020
Q2 | $303K | Buy |
5,491
+435
| +9% | +$24K | 0.06% | 87 |
|
|
2020
Q1 | $244K | Buy |
+5,056
| New | +$244K | 0.07% | 85 |
|
|
2018
Q4 | – | Sell |
-1
| Closed | – | – | 437 |
|
|
2018
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 710 |
|
|
2018
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 758 |
|
|
2018
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 788 |
|