Waddell & Associates’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
7,657
-1,146
| -13% | -$251K | 0.18% | 41 |
|
|
2025
Q1 | $1.23M | Buy |
8,803
+6
| +0.1% | +$839 | 0.15% | 45 |
|
|
2024
Q4 | $1.47M | Buy |
8,797
+1,060
| +14% | +$177K | 0.15% | 40 |
|
|
2024
Q3 | $1.32M | Buy |
7,737
+212
| +3% | +$36.1K | 0.16% | 43 |
|
|
2024
Q2 | $1.06M | Buy |
7,525
+257
| +4% | +$36.3K | 0.14% | 47 |
|
|
2024
Q1 | $913K | Sell |
7,268
-605
| -8% | -$76K | 0.12% | 52 |
|
|
2023
Q4 | $828K | Sell |
7,873
-947
| -11% | -$99.6K | 0.11% | 57 |
|
|
2023
Q3 | $934K | Buy |
8,820
+15
| +0.2% | +$1.59K | 0.14% | 54 |
|
|
2023
Q2 | $1.05M | Buy |
8,805
+2,297
| +35% | +$274K | 0.15% | 51 |
|
|
2023
Q1 | $605K | Buy |
6,508
+64
| +1% | +$5.95K | 0.09% | 68 |
|
|
2022
Q4 | $527K | Buy |
6,444
+249
| +4% | +$20.4K | 0.09% | 71 |
|
|
2022
Q3 | $378K | Sell |
6,195
-671
| -10% | -$40.9K | 0.07% | 80 |
|
|
2022
Q2 | $480K | Buy |
6,866
+2
| +0% | +$140 | 0.1% | 69 |
|
|
2022
Q1 | $568K | Buy |
6,864
+1
| +0% | +$83 | 0.09% | 60 |
|
|
2021
Q4 | $599K | Buy |
6,863
+1
| +0% | +$87 | 0.1% | 62 |
|
|
2021
Q3 | $598K | Buy |
6,862
+1
| +0% | +$87 | 0.1% | 54 |
|
|
2021
Q2 | $534 | Buy |
+6,861
| New | +$534 | 0.08% | 58 |
|