Valley Wealth Managers’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5M | Sell |
148,796
-6,515
| -4% | -$1.42M | 2.34% | 5 |
|
|
2025
Q1 | $21.7M | Sell |
155,311
-5,558
| -3% | -$777K | 1.65% | 20 |
|
|
2024
Q4 | $26.8M | Sell |
160,869
-5,538
| -3% | -$923K | 2% | 6 |
|
|
2024
Q3 | $28.4M | Sell |
166,407
-17,340
| -9% | -$2.95M | 2.1% | 5 |
|
|
2024
Q2 | $25.9M | Sell |
183,747
-14,696
| -7% | -$2.08M | 2.07% | 5 |
|
|
2024
Q1 | $24.9M | Sell |
198,443
-3,581
| -2% | -$450K | 1.88% | 10 |
|
|
2023
Q4 | $21.3M | Sell |
202,024
-2,884
| -1% | -$304K | 1.66% | 18 |
|
|
2023
Q3 | $21.7M | Sell |
204,908
-14,461
| -7% | -$1.53M | 1.81% | 9 |
|
|
2023
Q2 | $26.1M | Sell |
219,369
-16,370
| -7% | -$1.95M | 2.35% | 5 |
|
|
2023
Q1 | $21.9M | Sell |
235,739
-11,142
| -5% | -$1.04M | 1.99% | 7 |
|
|
2022
Q4 | $20.2M | Sell |
246,881
-6,700
| -3% | -$548K | 1.87% | 18 |
|
|
2022
Q3 | $15.5M | Sell |
253,581
-2,624
| -1% | -$160K | 1.55% | 32 |
|
|
2022
Q2 | $17.9M | Buy |
256,205
+1,862
| +0.7% | +$130K | 1.68% | 21 |
|
|
2022
Q1 | $21M | Sell |
254,343
-79
| -0% | -$6.54K | 1.76% | 18 |
|
|
2021
Q4 | $22.2M | Sell |
254,422
-12,486
| -5% | -$1.09M | 1.78% | 13 |
|
|
2021
Q3 | $23.3M | Sell |
266,908
-16,252
| -6% | -$1.42M | 2.03% | 6 |
|
|
2021
Q2 | $22M | Sell |
283,160
-14,922
| -5% | -$1.16M | 1.86% | 10 |
|
|
2021
Q1 | $20.9M | Buy |
298,082
+27
| +0% | +$1.9K | 1.88% | 14 |
|
|
2020
Q4 | $19.3M | Sell |
298,055
-12,145
| -4% | -$786K | 1.89% | 16 |
|
|
2020
Q3 | $18.5M | Sell |
310,200
-4,496
| -1% | -$268K | 2.04% | 12 |
|
|
2020
Q2 | $17.4M | Sell |
314,696
-6,728
| -2% | -$372K | 1.95% | 15 |
|
|
2020
Q1 | $15.5M | Sell |
321,424
-1,296
| -0.4% | -$62.6K | 2.02% | 15 |
|
|
2019
Q4 | $17.1M | Buy |
322,720
+2,084
| +0.6% | +$110K | 1.71% | 30 |
|
|
2019
Q3 | $17.6M | Sell |
320,636
-12,303
| -4% | -$677K | 1.87% | 24 |
|
|
2019
Q2 | $19M | Sell |
332,939
-6,849
| -2% | -$390K | 2.01% | 17 |
|
|
2019
Q1 | $18.3M | Sell |
339,788
-4,088
| -1% | -$220K | 1.99% | 15 |
|
|
2018
Q4 | $15.5M | Sell |
343,876
-2,915
| -0.8% | -$132K | 2.03% | 22 |
|
|
2018
Q3 | $17.9M | Sell |
346,791
-17,292
| -5% | -$892K | 2.11% | 21 |
|
|
2018
Q2 | $16M | Buy |
364,083
+2,717
| +0.8% | +$120K | 1.96% | 28 |
|
|
2018
Q1 | $16.5M | Buy |
361,366
+5,850
| +2% | +$268K | 2.01% | 27 |
|
|
2017
Q4 | $16.8M | Buy |
355,516
+1,472
| +0.4% | +$69.6K | 2.02% | 28 |
|
|
2017
Q3 | $17.1M | Buy |
354,044
+3,364
| +1% | +$163K | 2.15% | 18 |
|
|
2017
Q2 | $17.6M | Buy |
350,680
+1,552
| +0.4% | +$77.8K | 2.36% | 6 |
|
|
2017
Q1 | $15.6M | Buy |
349,128
+624
| +0.2% | +$27.8K | 2.07% | 14 |
|
|
2016
Q4 | $13.4M | Buy |
348,504
+10,715
| +3% | +$412K | 1.92% | 30 |
|
|
2016
Q3 | $13.3M | Buy |
337,789
+8,885
| +3% | +$349K | 1.95% | 28 |
|
|
2016
Q2 | $13.5M | Buy |
328,904
+12,846
| +4% | +$526K | 2.05% | 20 |
|
|
2016
Q1 | $12.9M | Buy |
316,058
+10,520
| +3% | +$430K | 2.18% | 23 |
|
|
2015
Q4 | $11.2M | Sell |
305,538
-3,971
| -1% | -$145K | 2% | 31 |
|
|
2015
Q3 | $11.2M | Buy |
309,509
+16,626
| +6% | +$601K | 2.03% | 30 |
|
|
2015
Q2 | $11.8M | Buy |
292,883
+7,255
| +3% | +$292K | 2.05% | 25 |
|
|
2015
Q1 | $12.3M | Buy |
285,628
+4,458
| +2% | +$192K | 2.12% | 22 |
|
|
2014
Q4 | $12.6M | Buy |
281,170
+5,971
| +2% | +$269K | 2.26% | 16 |
|
|
2014
Q3 | $10.5M | Buy |
275,199
+7,636
| +3% | +$292K | 2.02% | 30 |
|
|
2014
Q2 | $10.8M | Buy |
267,563
+2,160
| +0.8% | +$87.5K | 2.06% | 27 |
|
|
2014
Q1 | $10.9M | Buy |
265,403
+888
| +0.3% | +$36.3K | 2.17% | 21 |
|
|
2013
Q4 | $10.1M | Sell |
264,515
-370
| -0.1% | -$14.2K | 2.08% | 27 |
|
|
2013
Q3 | $8.79M | Buy |
264,885
+3,377
| +1% | +$112K | 1.92% | 34 |
|
|
2013
Q2 | $8.03M | Buy |
+261,508
| New | +$8.03M | 1.82% | 36 |
|