Modera Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28.5M | Buy |
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|
2025
Q2 | $21.9M | Sell |
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|
2025
Q1 | $14M | Sell |
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|
2024
Q4 | $16.8M | Sell |
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|
2024
Q3 | $17.2M | Buy |
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|
2024
Q2 | $14.2M | Sell |
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|
2024
Q1 | $12.8M | Sell |
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|
2023
Q4 | $10.8M | Sell |
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|
2023
Q3 | $11.1M | Buy |
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|
2023
Q2 | $12.3M | Buy |
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|
2023
Q1 | $1.46M | Hold |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $829K | Sell |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $930K | Sell |
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|
2021
Q2 | $855K | Buy |
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|
2021
Q1 | $730K | Sell |
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|
2020
Q4 | $834K | Buy |
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|
2020
Q3 | $366K | Hold |
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|
2020
Q2 | $339K | Sell |
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|
2020
Q1 | $298K | Buy |
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|
2019
Q4 | $274K | Sell |
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|
2019
Q3 | $344K | Sell |
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|
2019
Q2 | $363K | Buy |
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|
2019
Q1 | $340K | Sell |
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|
2018
Q4 | $295K | Hold |
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|
2018
Q3 | $337K | Sell |
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|
2018
Q2 | $290K | Buy |
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|
2018
Q1 | $269K | Buy |
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|
2017
Q4 | $276K | Sell |
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|
2017
Q3 | $321K | Buy |
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|
2017
Q2 | $332K | Sell |
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|
2017
Q1 | $366K | Sell |
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|
2016
Q4 | $391K | Sell |
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|
2016
Q3 | $430K | Buy |
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|
2016
Q2 | $314K | Sell |
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|
2016
Q1 | $342K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $374K | Buy |
|