McClarren Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,496
| Closed | -$257K | – | 82 |
|
|
2025
Q4 | $257K | Buy |
1,496
+351
| +31% | +$83.6K | 0.15% | 67 |
|
|
2025
Q3 | $455K | Sell |
1,145
-462
| -29% | -$118K | 0.28% | 49 |
|
|
2025
Q2 | $351K | Buy |
1,607
+1,169
| +267% | +$189K | 0.23% | 56 |
|
|
2025
Q1 | $224K | Sell |
438
-1,161
| -73% | -$189K | 0.15% | 66 |
|
|
2024
Q4 | $266K | Buy |
1,599
+1,069
| +202% | +$190K | 0.75% | 22 |
|
|
2024
Q3 | $265 | Buy |
530
+107
| +25% | +$15.5K | 0.03% | 65 |
|
|
2024
Q2 | $98K | Sell |
423
-271
| -39% | -$33.7K | 0.07% | 110 |
|
|
2024
Q1 | $88K | Buy |
694
+1
| +0.1% | +$114 | 0.06% | 110 |
|
|
2023
Q4 | $73K | Buy |
693
+1
| +0.1% | +$109 | 0.06% | 127 |
|
|
2023
Q3 | $72K | Buy |
692
+1
| +0.1% | +$116 | 0.06% | 123 |
|
|
2023
Q2 | $82K | Buy |
691
+501
| +264% | +$51.8K | 0.07% | 120 |
|
|
2023
Q1 | $16K | Hold |
190
| – | – | 0.01% | 224 |
|
|
2022
Q4 | $15K | Sell |
190
-280
| -60% | -$21.3K | 0.01% | 234 |
|
|
2022
Q3 | $28K | Buy |
+470
| New | +$34.4K | 0.03% | 174 |
|
|
2022
Q2 | – | Sell |
-168
| Closed | -$13K | – | 190 |
|
|
2022
Q1 | $13K | Sell |
168
-1
| -0.6% | -$81 | 0.01% | 200 |
|
|
2021
Q4 | $15K | Buy |
169
+2
| +1% | +$188 | 0.01% | 218 |
|
|
2021
Q3 | $14K | Hold |
167
| – | – | 0.01% | 194 |
|
|
2021
Q2 | $13K | Buy |
167
+1
| +0.6% | +$78 | 0.01% | 214 |
|
|
2021
Q1 | $12K | Buy |
166
+1
| +0.6% | +$65 | 0.01% | 195 |
|
|
2020
Q4 | $10K | Buy |
+165
| New | +$9.82K | 0.01% | 169 |
|
Other funds holding ORCL
VCM
VPM
