WBH Advisory’s Oracle ORCL Stock Holding History

WBH Advisory’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.16M	Sell	9,875 -88	-0.9%	-$19.2K	0.18%	97
2025 Q1	$1.39M	Sell	9,963 -1,711	-15%	-$239K	0.13%	122
2024 Q4	$1.95M	Sell	11,674 -951	-8%	-$158K	0.18%	98
2024 Q3	$2.15M	Sell	12,625 -71	-0.6%	-$12.1K	0.2%	85
2024 Q2	$1.79M	Buy	12,696 +130	+1%	+$18.4K	0.18%	97
2024 Q1	$1.58M	Buy	12,566 +598	+5%	+$75.1K	0.16%	112
2023 Q4	$1.26M	Sell	11,968 -359	-3%	-$37.8K	0.14%	130
2023 Q3	$1.31M	Buy	12,327 +549	+5%	+$58.2K	0.16%	118
2023 Q2	$1.4M	Sell	11,778 -248	-2%	-$29.5K	0.17%	118
2023 Q1	$1.12M	Buy	+12,026	New	+$1.12M	0.14%	144
2022 Q3	$739K	Sell	12,100 -98	-0.8%	-$5.99K	0.11%	162
2022 Q2	$873K	Sell	12,198 -198	-2%	-$14.2K	0.12%	148
2022 Q1	$944K	Sell	12,396 -229	-2%	-$17.4K	0.12%	150
2021 Q4	$1.1M	Buy	12,625 +1	+0%	+$87	0.13%	146
2021 Q3	$1.1M	Sell	12,624 -2,937	-19%	-$256K	0.15%	129
2021 Q2	$1.37M	Buy	15,561 +436	+3%	+$38.3K	0.2%	98
2021 Q1	$1.06M	Sell	15,125 -199	-1%	-$14K	0.17%	112
2020 Q4	$943K	Sell	15,324 -1,300	-8%	-$80K	0.16%	111
2020 Q3	$992K	Sell	16,624 -561	-3%	-$33.5K	0.2%	102
2020 Q2	$949K	Sell	17,185 -1,149	-6%	-$63.5K	0.23%	101
2020 Q1	$886	Sell	18,334 -190	-1%	-$9	0.21%	92
2019 Q4	$981K	Sell	18,524 -6,747	-27%	-$357K	0.2%	111
2019 Q3	$1.39M	Sell	25,271 -297	-1%	-$16.3K	0.31%	81
2019 Q2	$1.46M	Sell	25,568 -3,197	-11%	-$182K	0.34%	71
2019 Q1	$1.54M	Sell	28,765 -521	-2%	-$28K	0.37%	67
2018 Q4	$1.32K	Sell	29,286 -471	-2%	-$21	0.32%	72
2018 Q3	$1.53M	Sell	29,757 -414	-1%	-$21.3K	0.37%	64
2018 Q2	$1.33M	Buy	30,171 +503	+2%	+$22.2K	0.34%	68
2018 Q1	$1.36M	Sell	29,668 -222	-0.7%	-$10.2K	0.37%	65
2017 Q4	$1.41M	Buy	29,890 +20	+0.1%	+$945	0.38%	65
2017 Q3	$1.44M	Buy	29,870 +176	+0.6%	+$8.51K	0.4%	60
2017 Q2	$1.49M	Sell	29,694 -1,284	-4%	-$64.3K	0.42%	57
2017 Q1	$1.38M	Sell	30,978 -778	-2%	-$34.7K	0.41%	57
2016 Q4	$1.22M	Sell	31,756 -363	-1%	-$14K	0.41%	57
2016 Q3	$1.26M	Buy	32,119 +65	+0.2%	+$2.55K	0.43%	57
2016 Q2	$1.31M	Sell	32,054 -1,243	-4%	-$50.8K	0.51%	48
2016 Q1	$1.36M	Sell	33,297 -650	-2%	-$26.6K	0.46%	46
2015 Q4	$1.24K	Sell	33,947 -1,299	-4%	-$47	0.43%	50
2015 Q3	$1.27M	Sell	35,246 -349	-1%	-$12.6K	0.53%	47
2015 Q2	$1.43M	Sell	35,595 -2,099	-6%	-$84.6K	0.56%	46
2015 Q1	$1.63K	Sell	37,694 -99	-0.3%	-$4	0.46%	43
2014 Q4	$1.7M	Sell	37,793 -399	-1%	-$17.9K	0.64%	38
2014 Q3	$1.46M	Sell	38,192 -799	-2%	-$30.6K	0.51%	42
2014 Q2	$1.58M	Sell	38,991 -199	-0.5%	-$8.06K	0.6%	38
2014 Q1	$1.6M	Sell	39,190 -2,503	-6%	-$102K	0.64%	34
2013 Q4	$1.6M	Buy	41,693 +1,141	+3%	+$43.7K	0.64%	36
2013 Q3	$1.35M	Sell	40,552 -3,277	-7%	-$109K	0.6%	38
2013 Q2	$1.35M	Buy	+43,829	New	+$1.35M	0.62%	39