Valeo Financial 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
Q3 | $25M | Sell |
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|
2025
Q2 | $20.8M | Buy |
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|
2025
Q1 | $12.7M | Buy |
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|
2024
Q4 | $13.9M | Buy |
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|
2024
Q3 | $13.8M | Sell |
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|
2024
Q2 | $11.4M | Buy |
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|
2024
Q1 | $9.16M | Buy |
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|
2023
Q4 | $8.13M | Buy |
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|
2023
Q3 | $8.15M | Buy |
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|
2023
Q2 | $9.15M | Sell |
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|
2023
Q1 | $7.68M | Buy |
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|
2022
Q4 | $6.62M | Buy |
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|
2022
Q3 | $4.9M | Buy |
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|
2022
Q2 | $5.5M | Sell |
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|
2022
Q1 | $6.83M | Buy |
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|
2021
Q4 | $7.08M | Sell |
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|
2021
Q3 | $7.12M | Buy |
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|
2021
Q2 | $5.91M | Sell |
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|
2021
Q1 | $5.74M | Buy |
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|
2020
Q4 | $4.33M | Buy |
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|
2020
Q3 | $3.08M | Sell |
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|
2020
Q2 | $2.87M | Buy |
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|
2020
Q1 | $2.65M | Sell |
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|
2019
Q4 | $2.96M | Buy |
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|
2019
Q3 | $2.73M | Sell |
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|
2019
Q2 | $3.03M | Buy |
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|
2019
Q1 | $2.79M | Buy |
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|
2018
Q4 | $2.29M | Sell |
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|
2018
Q3 | $2.48M | Sell |
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|
2018
Q2 | $2.46M | Buy |
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|
2018
Q1 | $2.29M | Buy |
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|
2017
Q4 | $2.36M | Buy |
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|
2017
Q3 | $900K | Buy |
|