VA
Valmark Advisers’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
8,199
+2,026
| +33% | +$443K | 0.02% | 241 |
|
|
2025
Q1 | $863K | Buy |
6,173
+589
| +11% | +$82.4K | 0.01% | 335 |
|
|
2024
Q4 | $930K | Buy |
5,584
+343
| +7% | +$57.2K | 0.01% | 321 |
|
|
2024
Q3 | $893K | Buy |
5,241
+176
| +3% | +$30K | 0.01% | 322 |
|
|
2024
Q2 | $715K | Buy |
5,065
+402
| +9% | +$56.8K | 0.01% | 335 |
|
|
2024
Q1 | $586K | Buy |
4,663
+696
| +18% | +$87.4K | 0.01% | 349 |
|
|
2023
Q4 | $418K | Buy |
3,967
+110
| +3% | +$11.6K | 0.01% | 376 |
|
|
2023
Q3 | $409K | Buy |
3,857
+273
| +8% | +$28.9K | 0.01% | 353 |
|
|
2023
Q2 | $427K | Buy |
3,584
+263
| +8% | +$31.3K | 0.01% | 356 |
|
|
2023
Q1 | $309K | Buy |
3,321
+348
| +12% | +$32.3K | 0.01% | 386 |
|
|
2022
Q4 | $243K | Buy |
+2,973
| New | +$243K | 0.01% | 399 |
|
|
2022
Q3 | – | Sell |
-3,023
| Closed | -$211K | – | 422 |
|
|
2022
Q2 | $211K | Buy |
3,023
+27
| +0.9% | +$1.89K | ﹤0.01% | 395 |
|
|
2022
Q1 | $248K | Buy |
2,996
+43
| +1% | +$3.56K | ﹤0.01% | 392 |
|
|
2021
Q4 | $258K | Buy |
2,953
+22
| +0.8% | +$1.92K | ﹤0.01% | 368 |
|
|
2021
Q3 | $255K | Sell |
2,931
-78
| -3% | -$6.79K | ﹤0.01% | 348 |
|
|
2021
Q2 | $234K | Sell |
3,009
-18
| -0.6% | -$1.4K | ﹤0.01% | 357 |
|
|
2021
Q1 | $212K | Buy |
+3,027
| New | +$212K | ﹤0.01% | 355 |
|
|
2019
Q4 | – | Sell |
-3,846
| Closed | -$212K | – | 242 |
|
|
2019
Q3 | $212K | Buy |
3,846
+80
| +2% | +$4.41K | ﹤0.01% | 228 |
|
|
2019
Q2 | $215K | Hold |
3,766
| – | – | ﹤0.01% | 216 |
|
|
2019
Q1 | $202K | Buy |
+3,766
| New | +$202K | ﹤0.01% | 216 |
|
|
2018
Q4 | – | Sell |
-4,262
| Closed | -$220K | – | 214 |
|
|
2018
Q3 | $220K | Buy |
+4,262
| New | +$220K | ﹤0.01% | 188 |
|
|
2018
Q2 | – | Sell |
-4,555
| Closed | -$208K | – | 192 |
|
|
2018
Q1 | $208K | Sell |
4,555
-400
| -8% | -$18.3K | ﹤0.01% | 184 |
|
|
2017
Q4 | $234K | Buy |
+4,955
| New | +$234K | 0.01% | 171 |
|