Northwestern Mutual Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.3M | Buy |
431,519
+21,631
| +5% | +$4.73M | 0.07% | 138 |
|
|
2025
Q1 | $57.3M | Buy |
409,888
+232,647
| +131% | +$32.5M | 0.05% | 192 |
|
|
2024
Q4 | $29.5M | Sell |
177,241
-12,800
| -7% | -$2.13M | 0.02% | 282 |
|
|
2024
Q3 | $32.4M | Buy |
190,041
+20,933
| +12% | +$3.57M | 0.03% | 264 |
|
|
2024
Q2 | $23.9M | Buy |
169,108
+28,138
| +20% | +$3.97M | 0.02% | 289 |
|
|
2024
Q1 | $17.7M | Buy |
140,970
+200
| +0.1% | +$25.1K | 0.02% | 318 |
|
|
2023
Q4 | $14.8M | Buy |
140,770
+18,434
| +15% | +$1.94M | 0.02% | 322 |
|
|
2023
Q3 | $13M | Buy |
122,336
+23,087
| +23% | +$2.45M | 0.02% | 330 |
|
|
2023
Q2 | $11.8M | Buy |
99,249
+26,178
| +36% | +$3.12M | 0.02% | 335 |
|
|
2023
Q1 | $6.79M | Buy |
73,071
+17,295
| +31% | +$1.61M | 0.01% | 423 |
|
|
2022
Q4 | $4.56M | Sell |
55,776
-1,290
| -2% | -$105K | 0.01% | 489 |
|
|
2022
Q3 | $3.49M | Buy |
57,066
+3,348
| +6% | +$204K | 0.01% | 501 |
|
|
2022
Q2 | $3.75M | Buy |
53,718
+4,077
| +8% | +$285K | 0.01% | 490 |
|
|
2022
Q1 | $4.11M | Buy |
49,641
+3,939
| +9% | +$326K | 0.01% | 482 |
|
|
2021
Q4 | $3.99M | Sell |
45,702
-29,737
| -39% | -$2.59M | 0.01% | 460 |
|
|
2021
Q3 | $6.57M | Sell |
75,439
-13,878
| -16% | -$1.21M | 0.01% | 340 |
|
|
2021
Q2 | $6.95M | Sell |
89,317
-5,688
| -6% | -$443K | 0.01% | 310 |
|
|
2021
Q1 | $6.67M | Buy |
95,005
+1,667
| +2% | +$117K | 0.01% | 292 |
|
|
2020
Q4 | $6.04M | Buy |
93,338
+680
| +0.7% | +$44K | 0.01% | 287 |
|
|
2020
Q3 | $5.53M | Sell |
92,658
-12,674
| -12% | -$757K | 0.01% | 283 |
|
|
2020
Q2 | $5.82M | Buy |
105,332
+2,457
| +2% | +$136K | 0.02% | 251 |
|
|
2020
Q1 | $4.97M | Sell |
102,875
-23,861
| -19% | -$1.15M | 0.02% | 252 |
|
|
2019
Q4 | $6.71M | Sell |
126,736
-5,972
| -5% | -$316K | 0.02% | 237 |
|
|
2019
Q3 | $7.3M | Sell |
132,708
-3,084
| -2% | -$170K | 0.03% | 221 |
|
|
2019
Q2 | $7.74M | Sell |
135,792
-15,375
| -10% | -$876K | 0.03% | 210 |
|
|
2019
Q1 | $8.12M | Buy |
151,167
+1,386
| +0.9% | +$74.4K | 0.04% | 200 |
|
|
2018
Q4 | $6.76M | Buy |
149,781
+4,256
| +3% | +$192K | 0.03% | 204 |
|
|
2018
Q3 | $7.5M | Buy |
145,525
+850
| +0.6% | +$43.8K | 0.04% | 190 |
|
|
2018
Q2 | $6.38M | Sell |
144,675
-119,525
| -45% | -$5.27M | 0.04% | 198 |
|
|
2018
Q1 | $12.1M | Buy |
264,200
+11,348
| +4% | +$519K | 0.07% | 140 |
|
|
2017
Q4 | $12M | Buy |
252,852
+15,859
| +7% | +$750K | 0.08% | 134 |
|
|
2017
Q3 | $11.5M | Sell |
236,993
-5,661
| -2% | -$274K | 0.08% | 136 |
|
|
2017
Q2 | $12.2M | Sell |
242,654
-3,970
| -2% | -$199K | 0.1% | 115 |
|
|
2017
Q1 | $11M | Sell |
246,624
-21,798
| -8% | -$972K | 0.1% | 115 |
|
|
2016
Q4 | $10.3M | Buy |
268,422
+4,309
| +2% | +$166K | 0.11% | 117 |
|
|
2016
Q3 | $10.4M | Sell |
264,113
-94,318
| -26% | -$3.7M | 0.68% | 29 |
|
|
2016
Q2 | $14.7M | Sell |
358,431
-117,359
| -25% | -$4.8M | 0.21% | 75 |
|
|
2016
Q1 | $19.5M | Buy |
475,790
+37,233
| +8% | +$1.52M | 0.32% | 59 |
|
|
2015
Q4 | $16M | Buy |
438,557
+10,809
| +3% | +$395K | 0.32% | 61 |
|
|
2015
Q3 | $15.4M | Buy |
427,748
+85,572
| +25% | +$3.09M | 0.37% | 57 |
|
|
2015
Q2 | $13.8M | Buy |
342,176
+18,465
| +6% | +$744K | 0.36% | 55 |
|
|
2015
Q1 | $14M | Buy |
323,711
+15,362
| +5% | +$663K | 0.39% | 49 |
|
|
2014
Q4 | $13.9M | Buy |
308,349
+21,781
| +8% | +$980K | 0.43% | 47 |
|
|
2014
Q3 | $11M | Buy |
286,568
+60,471
| +27% | +$2.31M | 0.38% | 54 |
|
|
2014
Q2 | $9.16M | Sell |
226,097
-9,336
| -4% | -$378K | 0.36% | 59 |
|
|
2014
Q1 | $9.63M | Buy |
235,433
+13,144
| +6% | +$538K | 0.4% | 56 |
|
|
2013
Q4 | $8.51M | Sell |
222,289
-5,273
| -2% | -$202K | 0.39% | 55 |
|
|
2013
Q3 | $7.55M | Buy |
227,562
+15,635
| +7% | +$519K | 0.4% | 57 |
|
|
2013
Q2 | $6.51M | Buy |
+211,927
| New | +$6.51M | 0.39% | 63 |
|