Waverly Advisors’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 | $53.4M | Buy |
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|
2025
Q1 | $30.1M | Buy |
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|
2024
Q4 | $26.3M | Buy |
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|
2024
Q3 | $12.3M | Buy |
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|
2024
Q2 | $10.1M | Buy |
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|
2024
Q1 | $1.73M | Buy |
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|
2023
Q4 | $818K | Buy |
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|
2023
Q3 | $690K | Buy |
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|
2023
Q2 | $771K | Buy |
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|
2023
Q1 | $592K | Sell |
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|
2022
Q4 | $639K | Buy |
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|
2022
Q3 | $395K | Buy |
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|
2022
Q2 | $388K | Buy |
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|
2022
Q1 | $295K | Buy |
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|
2021
Q4 | $281K | Sell |
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|
2021
Q3 | $332K | Buy |
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|
2021
Q2 | $316K | Sell |
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|
2021
Q1 | $283K | Buy |
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|
2020
Q4 | $224K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $213K | Sell |
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|
2020
Q1 | $211K | Sell |
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|
2019
Q4 | $243K | Sell |
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|
2019
Q3 | $250K | Sell |
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|
2019
Q2 | $444K | Hold |
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|
2019
Q1 | $418K | Buy |
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|
2018
Q4 | $341K | Sell |
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|
2018
Q3 | $642K | Sell |
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|
2018
Q2 | $550K | Sell |
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|
2018
Q1 | $716K | Sell |
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|
2017
Q4 | $3.81M | Buy |
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|
2017
Q3 | $3.75M | Sell |
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|
2017
Q2 | $3.9M | Sell |
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|
2017
Q1 | $3.55M | Buy |
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|
2016
Q4 | $1.47M | Sell |
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|
2016
Q3 | $1.53M | Sell |
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|
2016
Q2 | $1.75M | Buy |
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|
2016
Q1 | $1.74M | Sell |
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|
2015
Q4 | $1.91M | Buy |
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|
2015
Q3 | $1.69M | Buy |
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|
2015
Q2 | $1.86M | Buy |
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|
2015
Q1 | $1.98M | Buy |
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|
2014
Q4 | $2.05M | Sell |
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|
2014
Q3 | $1.76M | Buy |
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|
2014
Q2 | $113K | Sell |
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|
2014
Q1 | $145K | Sell |
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|
2013
Q4 | $659K | Buy |
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|
2013
Q3 | $553K | Sell |
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|
2013
Q2 | $530K | Buy |
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