Mutual Advisors’s Oracle ORCL Stock Holding History

Mutual Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$14M	Sell	56,985 -6,218	-10%	-$1.52M	0.35%	45
2025 Q1	$8.75M	Sell	63,203 -2,042	-3%	-$283K	0.25%	74
2024 Q4	$10.4M	Sell	65,245 -1,366	-2%	-$218K	0.3%	57
2024 Q3	$11.6M	Sell	66,611 -746	-1%	-$130K	0.34%	52
2024 Q2	$9.32M	Buy	67,357 +175	+0.3%	+$24.2K	0.28%	68
2024 Q1	$8.44M	Buy	67,182 +2,398	+4%	+$301K	0.27%	68
2023 Q4	$6.83M	Buy	64,784 +2,661	+4%	+$281K	0.24%	80
2023 Q3	$6.58M	Sell	62,123 -805	-1%	-$85.3K	0.26%	72
2023 Q2	$7.49M	Sell	62,928 -2,094	-3%	-$249K	0.28%	67
2023 Q1	$6.04M	Sell	65,022 -7,035	-10%	-$654K	0.25%	83
2022 Q4	$5.89M	Buy	72,057 +379	+0.5%	+$31K	0.26%	76
2022 Q3	$4.38M	Buy	71,678 +20,956	+41%	+$1.28M	0.23%	95
2022 Q2	$3.54M	Buy	50,722 +3,561	+8%	+$249K	0.23%	95
2022 Q1	$3.9M	Buy	47,161 +2,702	+6%	+$224K	0.22%	96
2021 Q4	$3.88M	Buy	44,459 +168	+0.4%	+$14.7K	0.21%	104
2021 Q3	$3.86M	Sell	44,291 -5,559	-11%	-$484K	0.23%	105
2021 Q2	$3.88M	Buy	49,850 +2,136	+4%	+$166K	0.23%	108
2021 Q1	$3.35M	Sell	47,714 -16,639	-26%	-$1.17M	0.23%	105
2020 Q4	$4.16M	Sell	64,353 -13,225	-17%	-$856K	0.31%	68
2020 Q3	$4.63M	Buy	77,578 +4,260	+6%	+$254K	0.4%	53
2020 Q2	$4.05M	Buy	73,318 +30,442	+71%	+$1.68M	0.4%	55
2020 Q1	$2.07M	Buy	42,876 +1,906	+5%	+$92.1K	0.28%	90
2019 Q4	$2.17M	Buy	40,970 +1,866	+5%	+$98.9K	0.23%	109
2019 Q3	$2.15M	Buy	39,104 +1,576	+4%	+$86.7K	0.28%	85
2019 Q2	$2.14M	Buy	37,528 +503	+1%	+$28.7K	0.28%	78
2019 Q1	$1.99M	Sell	37,025 -5,642	-13%	-$303K	0.29%	80
2018 Q4	$1.93M	Buy	42,667 +3,947	+10%	+$178K	0.38%	57
2018 Q3	$2M	Buy	38,720 +6,362	+20%	+$328K	0.3%	70
2018 Q2	$1.43M	Buy	32,358 +9,916	+44%	+$437K	0.33%	93
2018 Q1	$1.03M	Buy	22,442 +7,485	+50%	+$343K	0.26%	125
2017 Q4	$707K	Buy	+14,957	New	+$707K	0.27%	114