Palisades Hudson Asset Management’s Oracle ORCL Stock Holding History

Palisades Hudson Asset Management’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$521K	Hold	2,385	–	–	0.2%	54
2025 Q1	$334K	Sell	2,385 -271	-10%	-$38K	0.15%	70
2024 Q4	$443K	Hold	2,656	–	–	0.19%	62
2024 Q3	$453K	Hold	2,656	–	–	0.19%	61
2024 Q2	$375K	Sell	2,656 -534	-17%	-$75.4K	0.17%	64
2024 Q1	$400K	Hold	3,190	–	–	0.18%	63
2023 Q4	$336K	Sell	3,190 -227	-7%	-$23.9K	0.16%	69
2023 Q3	$362K	Hold	3,417	–	–	0.2%	60
2023 Q2	$407K	Hold	3,417	–	–	0.21%	59
2023 Q1	$318K	Sell	3,417 -714	-17%	-$66.4K	0.17%	68
2022 Q4	$337K	Buy	4,131 +6	+0.1%	+$489	0.19%	70
2022 Q3	$252K	Sell	4,125 -15	-0.4%	-$916	0.15%	79
2022 Q2	$289K	Buy	4,140 +15	+0.4%	+$1.05K	0.16%	73
2022 Q1	$341K	Hold	4,125	–	–	0.16%	76
2021 Q4	$360K	Hold	4,125	–	–	0.15%	76
2021 Q3	$359K	Hold	4,125	–	–	0.16%	71
2021 Q2	$321K	Hold	4,125	–	–	0.14%	79
2021 Q1	$289K	Sell	4,125 -1,080	-21%	-$75.7K	0.14%	81
2020 Q4	$337K	Hold	5,205	–	–	0.17%	66
2020 Q3	$311K	Hold	5,205	–	–	0.2%	68
2020 Q2	$288K	Hold	5,205	–	–	0.2%	68
2020 Q1	$252K	Sell	5,205 -1,045	-17%	-$50.6K	0.21%	70
2019 Q4	$331K	Hold	6,250	–	–	0.21%	66
2019 Q3	$344K	Hold	6,250	–	–	0.24%	59
2019 Q2	$356K	Hold	6,250	–	–	0.25%	58
2019 Q1	$336K	Sell	6,250 -1,530	-20%	-$82.3K	0.22%	59
2018 Q4	$351K	Hold	7,780	–	–	0.21%	64
2018 Q3	$401K	Sell	7,780 -741	-9%	-$38.2K	0.21%	59
2018 Q2	$375K	Hold	8,521	–	–	0.2%	65
2018 Q1	$390K	Hold	8,521	–	–	0.21%	61
2017 Q4	$403K	Hold	8,521	–	–	0.22%	58
2017 Q3	$412K	Hold	8,521	–	–	0.23%	54
2017 Q2	$427K	Hold	8,521	–	–	0.25%	51
2017 Q1	$380K	Hold	8,521	–	–	0.24%	50
2016 Q4	$328K	Hold	8,521	–	–	0.2%	58
2016 Q3	$335K	Hold	8,521	–	–	0.26%	54
2016 Q2	$349K	Hold	8,521	–	–	0.28%	50
2016 Q1	$349K	Hold	8,521	–	–	0.27%	51
2015 Q4	$311K	Hold	8,521	–	–	0.26%	57
2015 Q3	$308K	Hold	8,521	–	–	0.27%	54
2015 Q2	$344K	Sell	8,521 -409	-5%	-$16.5K	0.3%	49
2015 Q1	$385K	Hold	8,930	–	–	0.3%	44
2014 Q4	$402K	Hold	8,930	–	–	0.32%	42
2014 Q3	$342K	Hold	8,930	–	–	0.28%	53
2014 Q2	$362K	Hold	8,930	–	–	0.3%	35
2014 Q1	$365K	Hold	8,930	–	–	0.31%	34
2013 Q4	$342K	Hold	8,930	–	–	0.29%	38
2013 Q3	$296K	Hold	8,930	–	–	0.27%	40
2013 Q2	$274K	Buy	+8,930	New	+$274K	0.26%	42