Plante Moran Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.65M | Sell |
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|
2025
Q2 | $1.5M | Sell |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.21M | Sell |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $997K | Sell |
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|
2023
Q4 | $850K | Buy |
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|
2023
Q3 | $797K | Buy |
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|
2023
Q2 | $890K | Sell |
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|
2023
Q1 | $842K | Buy |
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|
2022
Q4 | $689K | Sell |
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|
2022
Q3 | $551K | Sell |
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|
2022
Q2 | $648K | Sell |
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|
2022
Q1 | $808K | Buy |
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|
2021
Q4 | $579K | Sell |
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|
2021
Q3 | $632K | Buy |
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|
2021
Q2 | $485K | Buy |
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|
2021
Q1 | $423K | Sell |
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|
2020
Q4 | $439K | Sell |
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|
2020
Q3 | $443K | Sell |
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|
2020
Q2 | $414K | Buy |
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|
2020
Q1 | $359K | Sell |
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|
2019
Q4 | $429K | Sell |
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|
2019
Q3 | $477K | Buy |
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|
2019
Q2 | $487K | Buy |
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|
2019
Q1 | $427K | Sell |
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|
2018
Q4 | $452K | Buy |
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|
2018
Q3 | $409K | Buy |
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|
2018
Q2 | $310K | Buy |
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|
2018
Q1 | $296K | Buy |
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|
2017
Q4 | $298K | Hold |
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|
2017
Q3 | $305K | Sell |
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|
2017
Q2 | $326K | Sell |
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|
2017
Q1 | $299K | Buy |
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|
2016
Q4 | $234K | Sell |
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|
2016
Q3 | $320K | Buy |
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|
2016
Q2 | $289K | Buy |
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|
2016
Q1 | $150K | Sell |
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|
2015
Q4 | $151K | Sell |
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|
2015
Q3 | $153K | Sell |
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|
2015
Q2 | $271K | Buy |
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|
2015
Q1 | $275K | Sell |
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|
2014
Q4 | $291K | Buy |
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|
2014
Q3 | $155K | Sell |
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|
2014
Q2 | $177K | Buy |
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|
2014
Q1 | $113K | Sell |
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|
2013
Q4 | $189K | Buy |
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|
2013
Q3 | $115K | Buy |
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|
2013
Q2 | $103K | Buy |
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