Valmark Advisers’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
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|
2025
Q1 | $863K | Buy |
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|
2024
Q4 | $930K | Buy |
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|
2024
Q3 | $893K | Buy |
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|
2024
Q2 | $715K | Buy |
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|
2024
Q1 | $586K | Buy |
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|
2023
Q4 | $418K | Buy |
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|
2023
Q3 | $409K | Buy |
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|
2023
Q2 | $427K | Buy |
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|
2023
Q1 | $309K | Buy |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $211K | Buy |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q4 | $258K | Buy |
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|
2021
Q3 | $255K | Sell |
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|
2021
Q2 | $234K | Sell |
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|
2021
Q1 | $212K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $212K | Buy |
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|
2019
Q2 | $215K | Hold |
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|
2019
Q1 | $202K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $220K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $208K | Sell |
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|
2017
Q4 | $234K | Buy |
|