TA
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Tiedemann Advisors’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$10.1M Hold
95,827
0.44% 27
2023
Q2
$11.4M Sell
95,827
-7
-0% -$834 0.49% 27
2023
Q1
$8.9M Sell
95,834
-1,773
-2% -$165K 0.4% 32
2022
Q4
$7.98M Buy
97,607
+1,213
+1% +$99.2K 0.38% 32
2022
Q3
$5.89M Sell
96,394
-2,398
-2% -$146K 0.36% 32
2022
Q2
$6.9M Sell
98,792
-8,225
-8% -$575K 0.52% 29
2022
Q1
$8.85M Sell
107,017
-7,096
-6% -$587K 0.45% 28
2021
Q4
$9.95M Hold
114,113
0.49% 29
2021
Q3
$9.94M Sell
114,113
-2,089,447
-95% -$182M 0.53% 30
2021
Q2
$172M Sell
2,203,560
-586
-0% -$45.6K 6.87% 3
2021
Q1
$155M Sell
2,204,146
-3,696
-0.2% -$259K 6.77% 3
2020
Q4
$143M Buy
2,207,842
+3,603
+0.2% +$233K 6.91% 3
2020
Q3
$132M Sell
2,204,239
-328
-0% -$19.6K 6.36% 3
2020
Q2
$122M Sell
2,204,567
-1,293
-0.1% -$71.5K 6.47% 3
2020
Q1
$107M Buy
2,205,860
+337
+0% +$16.3K 6.9% 2
2019
Q4
$117M Buy
2,205,523
+4,331
+0.2% +$229K 5.6% 3
2019
Q3
$121M Sell
2,201,192
-1,604
-0.1% -$88.3K 5.82% 3
2019
Q2
$125M Sell
2,202,796
-23,037
-1% -$1.31M 6.29% 3
2019
Q1
$120M Buy
2,225,833
+8,334
+0.4% +$448K 5.63% 3
2018
Q4
$100M Buy
2,217,499
+27,975
+1% +$1.26M 5.12% 3
2018
Q3
$113M Sell
2,189,524
-2,538
-0.1% -$131K 6.68% 2
2018
Q2
$96.6M Sell
2,192,062
-18,759
-0.8% -$827K 6.17% 2
2018
Q1
$101M Buy
2,210,821
+11,243
+0.5% +$514K 6.92% 2
2017
Q4
$104M Buy
2,199,578
+2,059,913
+1,475% +$97.4M 7.96% 1
2017
Q3
$5.53M Sell
139,665
-4,793
-3% -$190K 0.5% 40
2017
Q2
$7.24M Sell
144,458
-5,112
-3% -$256K 0.53% 38
2017
Q1
$6.67M Buy
149,570
+9,635
+7% +$430K 0.56% 39
2016
Q4
$5.38M Buy
139,935
+134,016
+2,264% +$5.15M 0.54% 41
2016
Q3
$227K Buy
+5,919
New +$227K 0.05% 119