McKinley Carter Wealth Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
6,928
+18
| +0.3% | +$3.94K | 0.08% | 135 |
|
|
2025
Q1 | $966K | Buy |
6,910
+532
| +8% | +$74.4K | 0.06% | 158 |
|
|
2024
Q4 | $1.06M | Buy |
6,378
+700
| +12% | +$117K | 0.07% | 151 |
|
|
2024
Q3 | $967K | Sell |
5,678
-259
| -4% | -$44.1K | 0.06% | 162 |
|
|
2024
Q2 | $838K | Buy |
5,937
+12
| +0.2% | +$1.7K | 0.05% | 168 |
|
|
2024
Q1 | $744K | Sell |
5,925
-181
| -3% | -$22.7K | 0.05% | 173 |
|
|
2023
Q4 | $644K | Buy |
6,106
+6
| +0.1% | +$633 | 0.05% | 180 |
|
|
2023
Q3 | $646K | Buy |
6,100
+68
| +1% | +$7.2K | 0.05% | 175 |
|
|
2023
Q2 | $718K | Sell |
6,032
-698
| -10% | -$83.1K | 0.05% | 176 |
|
|
2023
Q1 | $625K | Sell |
6,730
-8,733
| -56% | -$812K | 0.05% | 185 |
|
|
2022
Q4 | $1.26M | Buy |
15,463
+1,292
| +9% | +$106K | 0.11% | 126 |
|
|
2022
Q3 | $865K | Buy |
14,171
+899
| +7% | +$54.9K | 0.08% | 140 |
|
|
2022
Q2 | $927K | Buy |
13,272
+1,436
| +12% | +$100K | 0.08% | 140 |
|
|
2022
Q1 | $979K | Buy |
11,836
+6,764
| +133% | +$559K | 0.08% | 148 |
|
|
2021
Q4 | $442K | Hold |
5,072
| – | – | 0.03% | 202 |
|
|
2021
Q3 | $442K | Sell |
5,072
-100
| -2% | -$8.72K | 0.04% | 200 |
|
|
2021
Q2 | $402K | Sell |
5,172
-48
| -0.9% | -$3.73K | 0.03% | 211 |
|
|
2021
Q1 | $367K | Buy |
5,220
+293
| +6% | +$20.6K | 0.03% | 218 |
|
|
2020
Q4 | $319K | Buy |
+4,927
| New | +$319K | 0.04% | 206 |
|
|
2018
Q2 | – | Sell |
-2,008
| Closed | -$92K | – | 313 |
|
|
2018
Q1 | $92K | Buy |
+2,008
| New | +$92K | 0.03% | 220 |
|