Taylor Hoffman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $305K | Hold |
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|
2024
Q1 | $268K | Hold |
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|
2023
Q4 | $225K | Hold |
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|
2023
Q3 | $226K | Hold |
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|
2023
Q2 | $254K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.09M | Buy |
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|
2022
Q2 | $2.43M | Sell |
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|
2022
Q1 | $2.86M | Buy |
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|
2021
Q4 | $2.97M | Buy |
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|
2021
Q3 | $624K | Buy |
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|
2021
Q2 | $327K | Sell |
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|
2021
Q1 | $422K | Buy |
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|
2020
Q4 | $388K | Hold |
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|
2020
Q3 | $358K | Buy |
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|
2020
Q2 | $288K | Hold |
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|
2020
Q1 | $252K | Hold |
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|
2019
Q4 | $276K | Hold |
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|
2019
Q3 | $286K | Hold |
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|
2019
Q2 | $296K | Sell |
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|
2019
Q1 | $333K | Hold |
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|
2018
Q4 | $280K | Buy |
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|
2018
Q3 | $275K | Hold |
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|
2018
Q2 | $235K | Buy |
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|
2018
Q1 | $198K | Hold |
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|
2017
Q4 | $204K | Buy |
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