Osterweis Capital Management’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 | $403K | Sell |
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|
2025
Q1 | $260K | Buy |
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|
2024
Q4 | $307K | Hold |
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|
2024
Q3 | $314K | Hold |
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|
2024
Q2 | $261K | Hold |
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|
2024
Q1 | $232K | Hold |
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|
2023
Q4 | $195K | Hold |
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|
2023
Q3 | $195K | Hold |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $23.2M | Sell |
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|
2022
Q4 | $20.7M | Buy |
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|
2022
Q3 | $114K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $211K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $254K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $99.2M | Sell |
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|
2014
Q2 | $106M | Buy |
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|
2014
Q1 | $105M | Buy |
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|
2013
Q4 | $95M | Buy |
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|
2013
Q3 | $81.2M | Buy |
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|
2013
Q2 | $56.5M | Buy |
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