Venturi Wealth Management’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 | $5.31M | Buy |
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|
2025
Q2 | $3.92M | Sell |
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|
2025
Q1 | $2.62M | Sell |
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|
2024
Q4 | $3.2M | Buy |
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|
2024
Q3 | $2.79M | Sell |
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|
2024
Q2 | $2.5M | Sell |
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|
2024
Q1 | $2.24M | Buy |
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|
2023
Q4 | $932K | Buy |
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|
2023
Q3 | $935K | Sell |
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|
2023
Q2 | $1.07M | Buy |
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|
2023
Q1 | $825K | Sell |
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|
2022
Q4 | $770K | Sell |
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|
2022
Q3 | $581K | Buy |
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|
2022
Q2 | $499K | Sell |
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|
2022
Q1 | $737K | Buy |
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|
2021
Q4 | $721K | Buy |
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|
2021
Q3 | $699K | Sell |
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|
2021
Q2 | $751K | Sell |
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|
2021
Q1 | $918K | Sell |
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|
2020
Q4 | $1.07M | Sell |
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|
2020
Q3 | $1.06M | Buy |
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|
2020
Q2 | $624K | Sell |
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|
2020
Q1 | $564K | Sell |
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|
2019
Q4 | $633K | Sell |
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|
2019
Q3 | $685K | Sell |
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|
2019
Q2 | $787K | Buy |
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|
2019
Q1 | $750K | Buy |
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|
2018
Q4 | $591K | Buy |
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|
2018
Q3 | $518K | Sell |
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|
2018
Q2 | $544K | Buy |
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|
2018
Q1 | $491K | Sell |
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|
2017
Q4 | $804K | Sell |
|
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|
2017
Q3 | $1.17M | Sell |
|
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|
2017
Q2 | $1.39M | Buy |
|
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|
2017
Q1 | $980K | Buy |
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|
2016
Q4 | $446K | Sell |
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|
2016
Q3 | $457K | Buy |
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|
2016
Q2 | $475K | Sell |
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|
2016
Q1 | $538K | Sell |
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|
2015
Q4 | $490K | Buy |
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