ProVise Management Group’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 | $24.6M | Sell |
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|
2025
Q1 | $16.3M | Sell |
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|
2024
Q4 | $19.6M | Sell |
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|
2024
Q3 | $21.3M | Buy |
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|
2024
Q2 | $17.3M | Buy |
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|
2024
Q1 | $14.4M | Buy |
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|
2023
Q4 | $11.6M | Buy |
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|
2023
Q3 | $11.4M | Buy |
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|
2023
Q2 | $11.9M | Buy |
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|
2023
Q1 | $8.54M | Buy |
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|
2022
Q4 | $5.92M | Buy |
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|
2022
Q3 | $4.09M | Buy |
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|
2022
Q2 | $3.46M | Buy |
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|
2022
Q1 | $2.66M | Buy |
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|
2021
Q4 | $2.39M | Buy |
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|
2021
Q3 | $2.34M | Buy |
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|
2021
Q2 | $1.96M | Sell |
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|
2021
Q1 | $1.94M | Buy |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $1.55M | Sell |
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|
2020
Q2 | $1.44M | Sell |
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|
2020
Q1 | $1.29M | Sell |
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|
2019
Q4 | $1.54M | Buy |
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|
2019
Q3 | $1.6M | Sell |
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|
2019
Q2 | $1.67M | Sell |
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|
2019
Q1 | $1.58M | Sell |
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|
2018
Q4 | $1.36M | Buy |
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|
2018
Q3 | $1.42M | Sell |
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|
2018
Q2 | $4.7K | Sell |
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|
2018
Q1 | $1.46M | Sell |
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|
2017
Q4 | $1.86M | Buy |
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|
2017
Q3 | $1.88M | Buy |
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|
2017
Q2 | $1.9M | Sell |
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|
2017
Q1 | $1.7M | Sell |
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|
2016
Q4 | $1.56M | Sell |
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|
2016
Q3 | $1.68M | Buy |
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|
2016
Q2 | $1.63M | Buy |
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|
2016
Q1 | $1.2M | Buy |
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|
2015
Q4 | $460K | Buy |
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|
2015
Q3 | $220K | Sell |
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|
2015
Q2 | $259K | Sell |
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|
2015
Q1 | $538K | Sell |
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|
2014
Q4 | $701K | Sell |
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|
2014
Q3 | $995K | Sell |
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|
2014
Q2 | $1.17M | Sell |
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|
2014
Q1 | $1.26M | Buy |
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|
2013
Q4 | $1.16M | Buy |
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|
2013
Q3 | $882K | Buy |
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|
2013
Q2 | $465K | Buy |
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