Robertson Stephens Wealth 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 | $1.08M | Buy |
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|
2025
Q1 | $676K | Sell |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.01M | Sell |
|
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|
2024
Q1 | $947K | Buy |
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|
2023
Q4 | $554K | Sell |
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|
2023
Q3 | $588K | Buy |
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|
2023
Q2 | $523K | Sell |
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|
2023
Q1 | $476K | Sell |
|
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|
2022
Q4 | $633K | Buy |
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|
2022
Q3 | $451K | Sell |
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|
2022
Q2 | $519K | Buy |
|
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|
2022
Q1 | $611K | Buy |
|
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|
2021
Q4 | $617K | Buy |
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|
2021
Q3 | $615K | Buy |
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|
2021
Q2 | $548K | Sell |
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|
2021
Q1 | $523K | Buy |
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|
2020
Q4 | $455K | Sell |
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|
2020
Q3 | $809K | Sell |
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|
2020
Q2 | $831K | Sell |
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|
2020
Q1 | $748K | Buy |
|