Montag & Associates’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53M | Sell |
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|
2025
Q1 | $3.8M | Sell |
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|
2024
Q4 | $4.55M | Sell |
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|
2024
Q3 | $4.86M | Sell |
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|
2024
Q2 | $4.04M | Buy |
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|
2024
Q1 | $3.52M | Buy |
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|
2023
Q4 | $2.94M | Buy |
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|
2023
Q3 | $2.85M | Buy |
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|
2023
Q2 | $3.19M | Sell |
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|
2023
Q1 | $2.49M | Hold |
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|
2022
Q4 | $2.19M | Buy |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q2 | $1.64M | Hold |
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|
2022
Q1 | $1.94M | Sell |
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|
2021
Q4 | $2.16M | Hold |
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|
2021
Q3 | $2.16M | Sell |
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|
2021
Q2 | $1.96M | Hold |
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|
2021
Q1 | $1.76M | Sell |
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|
2020
Q4 | $1.99M | Sell |
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|
2020
Q3 | $2.27M | Sell |
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|
2020
Q2 | $2.18M | Hold |
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|
2020
Q1 | $1.9M | Sell |
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|
2019
Q4 | $2.19M | Buy |
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|
2019
Q3 | $2.25M | Hold |
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|
2019
Q2 | $2.33M | Buy |
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|
2019
Q1 | $1.9M | Sell |
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|
2018
Q4 | $1.63M | Sell |
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|
2018
Q3 | $2.11M | Sell |
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|
2018
Q2 | $4.51M | Sell |
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|
2018
Q1 | $12M | Buy |
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|
2017
Q4 | $2.71M | Sell |
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|
2017
Q3 | $3.4M | Buy |
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|
2017
Q2 | $2.44M | Buy |
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|
2017
Q1 | $2.17M | Sell |
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|
2016
Q4 | $3.46M | Sell |
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|
2016
Q3 | $4.37M | Sell |
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|
2016
Q2 | $8.59M | Buy |
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|
2016
Q1 | $500K | Buy |
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|
2015
Q4 | $437K | Buy |
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