Penn Davis McFarland’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
$282K Buy
2025
Q1
Sell
2024
Q4
$215K Hold
2024
Q3
$220K Buy
2016
Q1
Sell
2015
Q4
$9.63M Sell
2015
Q3
$9.71M Sell
2015
Q2
$11.2M Sell
2015
Q1
$12.6M Sell
2014
Q4
$12.7M Sell
2014
Q3
$14.4M Sell
2014
Q2
$15.7M Sell
2014
Q1
$17M Sell
2013
Q4
$16.6M Sell
2013
Q3
$16.5M Sell
2013
Q2
$15.3M Buy