Montag & Caldwell’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 | $708K | Hold |
|
|||||
|
2025
Q1 | $453K | Hold |
|
|||||
|
2024
Q4 | $540K | Hold |
|
|||||
|
2024
Q3 | $552K | Hold |
|
|||||
|
2024
Q2 | $457K | Hold |
|
|||||
|
2024
Q1 | $407K | Hold |
|
|||||
|
2023
Q4 | $341K | Hold |
|
|||||
|
2023
Q3 | $343K | Hold |
|
|||||
|
2023
Q2 | $386K | Hold |
|
|||||
|
2023
Q1 | $301K | Hold |
|
|||||
|
2022
Q4 | $265K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $226K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $69.3M | Sell |
|
|||||
|
2017
Q4 | $80.8M | Sell |
|
|||||
|
2017
Q3 | $117M | Buy |
|
|||||
|
2017
Q2 | $112M | Buy |
|
|||||
|
2017
Q1 | $69.3M | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $138M | Buy |
|