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NewEdge Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.8M | Sell |
305,532
-227,437
| -43% | -$49.7M | 0.34% | 57 |
|
|
2025
Q1 | $74.5M | Buy |
532,969
+21,022
| +4% | +$2.94M | 0.44% | 40 |
|
|
2024
Q4 | $85.3M | Buy |
511,947
+15,496
| +3% | +$2.58M | 0.51% | 32 |
|
|
2024
Q3 | $84.6M | Buy |
496,451
+1,700
| +0.3% | +$290K | 0.55% | 28 |
|
|
2024
Q2 | $69.9M | Buy |
494,751
+24,099
| +5% | +$3.4M | 0.51% | 31 |
|
|
2024
Q1 | $59.1M | Sell |
470,652
-3,211
| -0.7% | -$403K | 0.52% | 31 |
|
|
2023
Q4 | $50.4M | Sell |
473,863
-17,419
| -4% | -$1.85M | 0.48% | 39 |
|
|
2023
Q3 | $52M | Buy |
491,282
+6,220
| +1% | +$659K | 0.57% | 27 |
|
|
2023
Q2 | $57.8M | Buy |
485,062
+747
| +0.2% | +$89K | 0.65% | 17 |
|
|
2023
Q1 | $45.1M | Buy |
484,315
+9,208
| +2% | +$857K | 0.56% | 30 |
|
|
2022
Q4 | $8.04M | Buy |
475,107
+339,005
| +249% | +$5.74M | 0.22% | 104 |
|
|
2022
Q3 | $8.31M | Sell |
136,102
-1,754
| -1% | -$107K | 0.14% | 165 |
|
|
2022
Q2 | $9.63M | Buy |
137,856
+3,219
| +2% | +$225K | 0.16% | 144 |
|
|
2022
Q1 | $11.1M | Sell |
134,637
-299,245
| -69% | -$24.8M | 0.18% | 131 |
|
|
2021
Q4 | $37.8M | Buy |
433,882
+56,119
| +15% | +$4.89M | 0.57% | 30 |
|
|
2021
Q3 | $32.9M | Buy |
377,763
+29,890
| +9% | +$2.6M | 0.81% | 19 |
|
|
2021
Q2 | $27.1M | Buy |
347,873
+296,690
| +580% | +$23.1M | 0.72% | 27 |
|
|
2021
Q1 | $3.59M | Sell |
51,183
-3,913
| -7% | -$275K | 0.11% | 197 |
|
|
2020
Q4 | $3.56M | Sell |
55,096
-16,811
| -23% | -$1.09M | 0.12% | 177 |
|
|
2020
Q3 | $4.29M | Buy |
71,907
+6,695
| +10% | +$400K | 0.15% | 144 |
|
|
2020
Q2 | $3.6M | Buy |
65,212
+12,970
| +25% | +$717K | 0.14% | 142 |
|
|
2020
Q1 | $2.53M | Buy |
52,242
+16,083
| +44% | +$777K | 0.12% | 162 |
|
|
2019
Q4 | $1.92M | Buy |
36,159
+3,965
| +12% | +$210K | 0.08% | 255 |
|
|
2019
Q3 | $1.77M | Buy |
32,194
+3,185
| +11% | +$175K | 0.08% | 240 |
|
|
2019
Q2 | $1.65M | Sell |
29,009
-2,338
| -7% | -$133K | 0.1% | 201 |
|
|
2019
Q1 | $1.68M | Buy |
31,347
+4,450
| +17% | +$239K | 0.11% | 188 |
|
|
2018
Q4 | $1.21K | Buy |
26,897
+4,880
| +22% | +$220 | 0.08% | 224 |
|
|
2018
Q3 | $1.14M | Buy |
22,017
+1,582
| +8% | +$81.6K | 0.09% | 214 |
|
|
2018
Q2 | $919 | Buy |
20,435
+1,377
| +7% | +$62 | 0.08% | 220 |
|
|
2018
Q1 | $858K | Buy |
19,058
+6,612
| +53% | +$298K | 0.1% | 199 |
|
|
2017
Q4 | $610K | Buy |
12,446
+746
| +6% | +$36.6K | 0.08% | 212 |
|
|
2017
Q3 | $566K | Buy |
11,700
+3,586
| +44% | +$173K | 0.09% | 200 |
|
|
2017
Q2 | $403K | Buy |
8,114
+1,191
| +17% | +$59.1K | 0.07% | 217 |
|
|
2017
Q1 | $307K | Buy |
6,923
+165
| +2% | +$7.32K | 0.07% | 208 |
|
|
2016
Q4 | $264K | Buy |
6,758
+35
| +0.5% | +$1.37K | 0.07% | 208 |
|
|
2016
Q3 | $264K | Buy |
+6,723
| New | +$264K | 0.08% | 180 |
|