MC
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McMorgan & Co’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$811K Buy
3,707
+209
+6% +$45.7K 0.12% 53
2025
Q1
$489K Sell
3,498
-323
-8% -$45.2K 0.08% 55
2024
Q4
$637K Sell
3,821
-118
-3% -$19.7K 0.1% 50
2024
Q3
$671K Hold
3,939
0.1% 54
2024
Q2
$556K Sell
3,939
-3,550
-47% -$501K 0.09% 54
2024
Q1
$941K Hold
7,489
0.16% 47
2023
Q4
$790K Hold
7,489
0.13% 49
2023
Q3
$793K Hold
7,489
0.15% 48
2023
Q2
$892K Sell
7,489
-76
-1% -$9.05K 0.17% 48
2023
Q1
$703K Sell
7,565
-266
-3% -$24.7K 0.14% 49
2022
Q4
$640K Sell
7,831
-45
-0.6% -$3.68K 0.14% 52
2022
Q3
$481K Sell
7,876
-2,665
-25% -$163K 0.11% 53
2022
Q2
$736K Buy
10,541
+11
+0.1% +$768 0.16% 47
2022
Q1
$871K Sell
10,530
-50
-0.5% -$4.14K 0.19% 48
2021
Q4
$923K Buy
10,580
+2,684
+34% +$234K 0.16% 51
2021
Q3
$688K Sell
7,896
-2,740
-26% -$239K 0.14% 51
2021
Q2
$828K Buy
+10,636
New +$828K 0.18% 39