United Asset Strategies’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
8,588
-5
| -0.1% | -$1.09K | 0.16% | 102 |
|
|
2025
Q1 | $1.2M | Sell |
8,593
-11,156
| -56% | -$1.56M | 0.11% | 130 |
|
|
2024
Q4 | $3.29M | Buy |
19,749
+248
| +1% | +$41.3K | 0.3% | 70 |
|
|
2024
Q3 | $3.32M | Buy |
19,501
+5,737
| +42% | +$978K | 0.31% | 68 |
|
|
2024
Q2 | $1.94M | Buy |
13,764
+481
| +4% | +$67.9K | 0.19% | 98 |
|
|
2024
Q1 | $1.67M | Sell |
13,283
-1,917
| -13% | -$241K | 0.17% | 109 |
|
|
2023
Q4 | $1.6M | Buy |
15,200
+1,907
| +14% | +$201K | 0.18% | 105 |
|
|
2023
Q3 | $1.41M | Buy |
13,293
+10
| +0.1% | +$1.06K | 0.18% | 115 |
|
|
2023
Q2 | $1.58M | Hold |
13,283
| – | – | 0.2% | 106 |
|
|
2023
Q1 | $1.23M | Hold |
13,283
| – | – | 0.16% | 122 |
|
|
2022
Q4 | $1.09M | Sell |
13,283
-140
| -1% | -$11.4K | 0.15% | 129 |
|
|
2022
Q3 | $820K | Buy |
13,423
+130
| +1% | +$7.94K | 0.13% | 135 |
|
|
2022
Q2 | $929K | Sell |
13,293
-150
| -1% | -$10.5K | 0.14% | 128 |
|
|
2022
Q1 | $1.11M | Sell |
13,443
-31
| -0.2% | -$2.56K | 0.14% | 123 |
|
|
2021
Q4 | $1.18M | Sell |
13,474
-369
| -3% | -$32.2K | 0.14% | 117 |
|
|
2021
Q3 | $1.21M | Sell |
13,843
-150
| -1% | -$13.1K | 0.16% | 104 |
|
|
2021
Q2 | $1.09M | Sell |
13,993
-86
| -0.6% | -$6.69K | 0.15% | 109 |
|
|
2021
Q1 | $988K | Sell |
14,079
-300
| -2% | -$21.1K | 0.14% | 107 |
|
|
2020
Q4 | $930K | Buy |
14,379
+150
| +1% | +$9.7K | 0.15% | 109 |
|
|
2020
Q3 | $849K | Sell |
14,229
-102
| -0.7% | -$6.09K | 0.16% | 103 |
|
|
2020
Q2 | $792K | Hold |
14,331
| – | – | 0.16% | 105 |
|
|
2020
Q1 | $693K | Sell |
14,331
-50
| -0.3% | -$2.42K | 0.17% | 102 |
|
|
2019
Q4 | $762K | Buy |
14,381
+25
| +0.2% | +$1.33K | 0.15% | 118 |
|
|
2019
Q3 | $790K | Sell |
14,356
-905
| -6% | -$49.8K | 0.17% | 108 |
|
|
2019
Q2 | $869K | Hold |
15,261
| – | – | 0.2% | 102 |
|
|
2019
Q1 | $820K | Buy |
15,261
+750
| +5% | +$40.3K | 0.19% | 108 |
|
|
2018
Q4 | $655K | Buy |
+14,511
| New | +$655K | 0.18% | 112 |
|
|
2014
Q2 | – | Sell |
-24,608
| Closed | -$1.01M | – | 128 |
|
|
2014
Q1 | $1.01M | Buy |
24,608
+633
| +3% | +$25.9K | 0.57% | 53 |
|
|
2013
Q4 | $917K | Buy |
+23,975
| New | +$917K | 0.63% | 49 |
|