MGIA
Moneta Group Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.58M | Buy |
30,087
+33
| +0.1% | +$7.22K | 0.08% | 121 |
|
|
2025
Q1 | $4.2M | Buy |
30,054
+975
| +3% | +$136K | 0.06% | 142 |
|
|
2024
Q4 | $4.85M | Buy |
29,079
+924
| +3% | +$154K | 0.07% | 132 |
|
|
2024
Q3 | $4.8M | Buy |
28,155
+3,023
| +12% | +$515K | 0.07% | 130 |
|
|
2024
Q2 | $3.55M | Buy |
25,132
+1,280
| +5% | +$181K | 0.06% | 145 |
|
|
2024
Q1 | $3M | Buy |
23,852
+1,124
| +5% | +$141K | 0.05% | 154 |
|
|
2023
Q4 | $2.4M | Buy |
22,728
+616
| +3% | +$64.9K | 0.05% | 158 |
|
|
2023
Q3 | $2.34M | Sell |
22,112
-2,074
| -9% | -$220K | 0.05% | 152 |
|
|
2023
Q2 | $2.88M | Buy |
24,186
+11,883
| +97% | +$1.42M | 0.06% | 144 |
|
|
2023
Q1 | $1.14M | Buy |
12,303
+3,151
| +34% | +$293K | 0.03% | 203 |
|
|
2022
Q4 | $810K | Sell |
9,152
-444
| -5% | -$39.3K | 0.02% | 224 |
|
|
2022
Q3 | $586K | Sell |
9,596
-2,340
| -20% | -$143K | 0.02% | 256 |
|
|
2022
Q2 | $834K | Sell |
11,936
-152
| -1% | -$10.6K | 0.03% | 231 |
|
|
2022
Q1 | $1M | Buy |
12,088
+621
| +5% | +$51.4K | 0.04% | 205 |
|
|
2021
Q4 | $1M | Buy |
11,467
+1,677
| +17% | +$146K | 0.04% | 204 |
|
|
2021
Q3 | $853K | Sell |
9,790
-346
| -3% | -$30.1K | 0.04% | 212 |
|
|
2021
Q2 | $789K | Buy |
10,136
+1,300
| +15% | +$101K | 0.04% | 223 |
|
|
2021
Q1 | $620K | Buy |
8,836
+3,858
| +78% | +$271K | 0.03% | 232 |
|
|
2020
Q4 | $322K | Buy |
4,978
+472
| +10% | +$30.5K | 0.02% | 246 |
|
|
2020
Q3 | $269K | Sell |
4,506
-2,659
| -37% | -$159K | 0.02% | 229 |
|
|
2020
Q2 | $396K | Sell |
7,165
-1,815
| -20% | -$100K | 0.04% | 186 |
|
|
2020
Q1 | $434K | Buy |
8,980
+1,505
| +20% | +$72.7K | 0.05% | 160 |
|
|
2019
Q4 | $396K | Sell |
7,475
-1,847
| -20% | -$97.8K | 0.03% | 183 |
|
|
2019
Q3 | $513K | Buy |
9,322
+844
| +10% | +$46.4K | 0.05% | 165 |
|
|
2019
Q2 | $483K | Buy |
8,478
+342
| +4% | +$19.5K | 0.05% | 158 |
|
|
2019
Q1 | $437K | Sell |
8,136
-3,027
| -27% | -$163K | 0.05% | 152 |
|
|
2018
Q4 | $504K | Buy |
11,163
+4,152
| +59% | +$187K | 0.06% | 134 |
|
|
2018
Q3 | $361K | Buy |
7,011
+716
| +11% | +$36.9K | 0.04% | 164 |
|
|
2018
Q2 | $277K | Sell |
6,295
-7,795
| -55% | -$343K | 0.03% | 216 |
|
|
2018
Q1 | $208K | Buy |
14,090
+11,062
| +365% | +$163K | 0.03% | 191 |
|
|
2017
Q4 | $143K | Buy |
+3,028
| New | +$143K | 0.02% | 212 |
|
|
2015
Q4 | – | Sell |
-15,311
| Closed | -$553K | – | 330 |
|
|
2015
Q3 | $553K | Sell |
15,311
-7,003
| -31% | -$253K | 0.15% | 68 |
|
|
2015
Q2 | $899K | Sell |
22,314
-10,512
| -32% | -$424K | 0.27% | 44 |
|
|
2015
Q1 | $1.42M | Buy |
32,826
+5,938
| +22% | +$256K | 0.61% | 23 |
|
|
2014
Q4 | $1.21M | Sell |
26,888
-7,752
| -22% | -$349K | 0.58% | 24 |
|
|
2014
Q3 | $1.33M | Buy |
34,640
+8,995
| +35% | +$344K | 0.69% | 20 |
|
|
2014
Q2 | $1.04M | Sell |
25,645
-625
| -2% | -$25.3K | 0.56% | 29 |
|
|
2014
Q1 | $1.08M | Sell |
26,270
-1,515
| -5% | -$62K | 0.63% | 27 |
|
|
2013
Q4 | $1.06M | Sell |
27,785
-3,400
| -11% | -$130K | 0.64% | 28 |
|
|
2013
Q3 | $1.03M | Sell |
31,185
-1,375
| -4% | -$45.6K | 0.68% | 30 |
|
|
2013
Q2 | $1M | Buy |
+32,560
| New | +$1M | 0.7% | 29 |
|