Schneider Downs Wealth Management 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
Q2 | $806K | Hold |
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|
2025
Q1 | $515K | Hold |
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|
2024
Q4 | $614K | Hold |
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|
2024
Q3 | $628K | Sell |
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|
2024
Q2 | $566K | Buy |
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|
2024
Q1 | $500K | Hold |
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|
2023
Q4 | $420K | Sell |
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $377K | Sell |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $390K | Sell |
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|
2022
Q2 | $590K | Hold |
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|
2022
Q1 | $699K | Sell |
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|
2021
Q4 | $778K | Sell |
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|
2021
Q3 | $790K | Buy |
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|
2021
Q2 | $672K | Buy |
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|
2021
Q1 | $603K | Buy |
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|
2020
Q4 | $406K | Sell |
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|
2020
Q3 | $476K | Hold |
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|
2020
Q2 | $440K | Buy |
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|
2020
Q1 | $373K | Buy |
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|
2019
Q4 | $209K | Hold |
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|
2019
Q3 | $217K | Buy |
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