Waldron Private Wealth’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 | $3.23M | Sell |
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|
2025
Q2 | $2.53M | Buy |
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|
2025
Q1 | $1.61M | Sell |
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|
2024
Q4 | $4.67M | Buy |
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|
2024
Q3 | $4.71M | Buy |
|
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|
2024
Q2 | $3.84M | Sell |
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|
2024
Q1 | $3.49M | Buy |
|
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|
2023
Q4 | $2.85M | Sell |
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|
2023
Q3 | $3.05M | Sell |
|
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|
2023
Q2 | $3.44M | Sell |
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|
2023
Q1 | $2.84M | Buy |
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|
2022
Q4 | $1.78M | Hold |
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|
2022
Q3 | $1.78M | Buy |
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|
2022
Q2 | $2M | Buy |
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|
2022
Q1 | $2.32M | Sell |
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|
2021
Q4 | $2.62M | Sell |
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|
2021
Q3 | $2.66M | Buy |
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|
2021
Q2 | $1.74M | Sell |
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|
2021
Q1 | $1.76M | Buy |
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|
2020
Q4 | $1.43M | Sell |
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|
2020
Q3 | $1.34M | Buy |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $874K | Buy |
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|
2019
Q4 | $954K | Sell |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $926K | Sell |
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $628K | Buy |
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|
2018
Q3 | $489K | Buy |
|
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|
2018
Q2 | $413K | Hold |
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|
2018
Q1 | $429K | Hold |
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|
2017
Q4 | $443K | Hold |
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|
2017
Q3 | $454K | Buy |
|
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|
2017
Q2 | $394K | Sell |
|
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|
2017
Q1 | $1.56M | Buy |
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|
2016
Q4 | $302K | Buy |
|
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|
2016
Q3 | $284K | Sell |
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|
2016
Q2 | $447K | Buy |
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|
2016
Q1 | $297K | Sell |
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|
2015
Q4 | $289K | Buy |
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|
2015
Q3 | $254K | Sell |
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|
2015
Q2 | $387K | Buy |
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|
2015
Q1 | $349K | Sell |
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|
2014
Q4 | $410K | Sell |
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|
2014
Q3 | $351K | Sell |
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|
2014
Q2 | $398K | Buy |
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|
2014
Q1 | $284K | Sell |
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|
2013
Q4 | $287K | Buy |
|