UIA
Ulland Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31K | Buy |
141
+1
| +0.7% | +$220 | 0.02% | 131 |
|
|
2025
Q1 | $20K | Buy |
140
+60
| +75% | +$8.57K | 0.02% | 148 |
|
|
2024
Q4 | $13K | Buy |
80
+34
| +74% | +$5.53K | 0.01% | 169 |
|
|
2024
Q3 | $8K | Hold |
46
| – | – | 0.01% | 173 |
|
|
2024
Q2 | $6K | Buy |
46
+10
| +28% | +$1.3K | ﹤0.01% | 185 |
|
|
2024
Q1 | $5K | Sell |
36
-333
| -90% | -$46.3K | ﹤0.01% | 194 |
|
|
2023
Q4 | $39K | Hold |
369
| – | – | 0.04% | 110 |
|
|
2023
Q3 | $39K | Hold |
369
| – | – | 0.04% | 110 |
|
|
2023
Q2 | $44K | Sell |
369
-35
| -9% | -$4.17K | 0.05% | 106 |
|
|
2023
Q1 | $38K | Hold |
404
| – | – | 0.04% | 106 |
|
|
2022
Q4 | $33K | Hold |
404
| – | – | 0.04% | 110 |
|
|
2022
Q3 | $25K | Hold |
404
| – | – | 0.03% | 120 |
|
|
2022
Q2 | $28K | Hold |
404
| – | – | 0.03% | 125 |
|
|
2022
Q1 | $33K | Buy |
404
+333
| +469% | +$27.2K | 0.02% | 121 |
|
|
2021
Q4 | $6K | Buy |
+71
| New | +$6K | ﹤0.01% | 188 |
|