MC
Montag & Caldwell’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Hold |
3,239
| – | – | 0.16% | 62 |
|
|
2025
Q1 | $453K | Hold |
3,239
| – | – | 0.11% | 73 |
|
|
2024
Q4 | $540K | Hold |
3,239
| – | – | 0.12% | 70 |
|
|
2024
Q3 | $552K | Hold |
3,239
| – | – | 0.11% | 68 |
|
|
2024
Q2 | $457K | Hold |
3,239
| – | – | 0.09% | 71 |
|
|
2024
Q1 | $407K | Hold |
3,239
| – | – | 0.07% | 72 |
|
|
2023
Q4 | $341K | Hold |
3,239
| – | – | 0.06% | 73 |
|
|
2023
Q3 | $343K | Hold |
3,239
| – | – | 0.04% | 78 |
|
|
2023
Q2 | $386K | Hold |
3,239
| – | – | 0.05% | 75 |
|
|
2023
Q1 | $301K | Hold |
3,239
| – | – | 0.04% | 75 |
|
|
2022
Q4 | $265K | Buy |
+3,239
| New | +$265K | 0.04% | 79 |
|
|
2022
Q3 | – | Sell |
-3,239
| Closed | -$226K | – | 92 |
|
|
2022
Q2 | $226K | Buy |
+3,239
| New | +$226K | 0.03% | 91 |
|
|
2018
Q2 | – | Sell |
-1,514,883
| Closed | -$69.3M | – | 85 |
|
|
2018
Q1 | $69.3M | Sell |
1,514,883
-194,870
| -11% | -$8.92M | 2.52% | 25 |
|
|
2017
Q4 | $80.8M | Sell |
1,709,753
-710,313
| -29% | -$33.6M | 2.54% | 29 |
|
|
2017
Q3 | $117M | Buy |
2,420,066
+180,220
| +8% | +$8.71M | 3.6% | 8 |
|
|
2017
Q2 | $112M | Buy |
2,239,846
+686,817
| +44% | +$34.4M | 3.31% | 14 |
|
|
2017
Q1 | $69.3M | Buy |
+1,553,029
| New | +$69.3M | 1.98% | 27 |
|
|
2013
Q3 | – | Sell |
-4,477,926
| Closed | -$138M | – | 102 |
|
|
2013
Q2 | $138M | Buy |
+4,477,926
| New | +$138M | 1.03% | 36 |
|