Morningstar Investment Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.95M | Sell |
21,118
-30,265
| -59% | -$4.23M | 0.54% | 42 |
|
|
2024
Q4 | $8.56M | Sell |
51,383
-568,143
| -92% | -$94.7M | 0.78% | 33 |
|
|
2024
Q3 | $105M | Buy |
619,526
+1,211
| +0.2% | +$204K | 1.07% | 24 |
|
|
2024
Q2 | $86.7M | Buy |
618,315
+4,798
| +0.8% | +$673K | 0.94% | 28 |
|
|
2024
Q1 | $76.9M | Sell |
613,517
-618,118
| -50% | -$77.4M | 0.85% | 33 |
|
|
2023
Q4 | $131M | Buy |
1,231,635
+608,986
| +98% | +$64.7M | 0.74% | 40 |
|
|
2023
Q3 | $66.1M | Sell |
622,649
-17,399
| -3% | -$1.85M | 0.85% | 30 |
|
|
2023
Q2 | $75.2M | Sell |
640,048
-142,234
| -18% | -$16.7M | 0.97% | 27 |
|
|
2023
Q1 | $70.8M | Sell |
782,282
-22,847
| -3% | -$2.07M | 0.95% | 28 |
|
|
2022
Q4 | $67.8M | Sell |
805,129
-23,343
| -3% | -$1.97M | 0.92% | 28 |
|
|
2022
Q3 | $62.3M | Buy |
828,472
+108,083
| +15% | +$8.12M | 0.88% | 30 |
|
|
2022
Q2 | $49.7M | Sell |
720,389
-18,079
| -2% | -$1.25M | 0.67% | 37 |
|
|
2022
Q1 | $61.8M | Buy |
738,468
+264,496
| +56% | +$22.1M | 0.69% | 36 |
|
|
2021
Q4 | $41.4M | Sell |
473,972
-245,950
| -34% | -$21.5M | 0.46% | 54 |
|
|
2021
Q3 | $65.6M | Sell |
719,922
-47,470
| -6% | -$4.33M | 0.77% | 36 |
|
|
2021
Q2 | $59.9M | Buy |
767,392
+2,058
| +0.3% | +$161K | 0.72% | 39 |
|
|
2021
Q1 | $54M | Sell |
765,334
-50,731
| -6% | -$3.58M | 0.7% | 42 |
|
|
2020
Q4 | $52.8M | Sell |
816,065
-35,672
| -4% | -$2.31M | 0.73% | 38 |
|
|
2020
Q3 | $50.7M | Sell |
851,737
-21,615
| -2% | -$1.29M | 0.79% | 33 |
|
|
2020
Q2 | $47.8M | Sell |
873,352
-40,147
| -4% | -$2.2M | 0.79% | 34 |
|
|
2020
Q1 | $46M | Buy |
913,499
+282,599
| +45% | +$14.2M | 0.84% | 31 |
|
|
2019
Q4 | $33.4M | Sell |
630,900
-9,801
| -2% | -$519K | 0.52% | 62 |
|
|
2019
Q3 | $35.1M | Sell |
640,701
-19,591
| -3% | -$1.07M | 0.6% | 49 |
|
|
2019
Q2 | $37.6M | Sell |
660,292
-308,915
| -32% | -$17.6M | 0.62% | 48 |
|
|
2019
Q1 | $52.1M | Sell |
969,207
-438,531
| -31% | -$23.6M | 0.89% | 33 |
|
|
2018
Q4 | $63.6M | Sell |
1,407,738
-65,506
| -4% | -$2.96M | 1.25% | 23 |
|
|
2018
Q3 | $76M | Sell |
1,473,244
-49,706
| -3% | -$2.56M | 1.37% | 18 |
|
|
2018
Q2 | $67.1M | Sell |
1,522,950
-17,479
| -1% | -$770K | 1.26% | 23 |
|
|
2018
Q1 | $70.5M | Buy |
1,540,429
+114,112
| +8% | +$5.22M | 1.37% | 16 |
|
|
2017
Q4 | $67.4M | Buy |
1,426,317
+70,981
| +5% | +$3.36M | 1.35% | 18 |
|
|
2017
Q3 | $65.5M | Buy |
1,355,336
+98,733
| +8% | +$4.77M | 1.43% | 16 |
|
|
2017
Q2 | $63M | Buy |
1,256,603
+133,650
| +12% | +$6.7M | 1.46% | 19 |
|
|
2017
Q1 | $50.1M | Buy |
1,122,953
+9,398
| +0.8% | +$419K | 1.26% | 27 |
|
|
2016
Q4 | $42.8M | Buy |
1,113,555
+91,603
| +9% | +$3.52M | 1.4% | 24 |
|
|
2016
Q3 | $40.1M | Buy |
1,021,952
+191,105
| +23% | +$7.51M | 1.16% | 30 |
|
|
2016
Q2 | $33.9M | Buy |
830,847
+11,154
| +1% | +$456K | 1.07% | 26 |
|
|
2016
Q1 | $33.5M | Buy |
819,693
+246,005
| +43% | +$10.1M | 1.15% | 26 |
|
|
2015
Q4 | $21M | Buy |
573,688
+195,442
| +52% | +$7.14M | 0.83% | 34 |
|
|
2015
Q3 | $13.7M | Buy |
378,246
+22,017
| +6% | +$795K | 0.58% | 52 |
|
|
2015
Q2 | $14.4M | Buy |
356,229
+27,478
| +8% | +$1.11M | 0.61% | 53 |
|
|
2015
Q1 | $14.2M | Buy |
328,751
+31,080
| +10% | +$1.34M | 0.62% | 55 |
|
|
2014
Q4 | $13.4M | Buy |
297,671
+44,178
| +17% | +$1.99M | 0.63% | 55 |
|
|
2014
Q3 | $9.7M | Buy |
253,493
+16,160
| +7% | +$619K | 0.5% | 60 |
|
|
2014
Q2 | $9.62M | Buy |
237,333
+23,217
| +11% | +$941K | 0.56% | 52 |
|
|
2014
Q1 | $8.76M | Sell |
214,116
-12,983
| -6% | -$531K | 0.6% | 49 |
|
|
2013
Q4 | $8.69M | Buy |
227,099
+40,069
| +21% | +$1.53M | 0.65% | 44 |
|
|
2013
Q3 | $6.3M | Buy |
187,030
+39,921
| +27% | +$1.34M | 0.55% | 52 |
|
|
2013
Q2 | $4.52M | Buy |
+147,109
| New | +$4.52M | 0.47% | 58 |
|