Wealth Enhancement Advisory Services’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216M | Buy |
908,649
+333,525
| +58% | +$79.2M | 0.36% | 49 |
|
|
2025
Q1 | $80.4M | Buy |
575,124
+97,947
| +21% | +$13.7M | 0.15% | 132 |
|
|
2024
Q4 | $79.5M | Buy |
477,177
+54,370
| +13% | +$9.06M | 0.15% | 133 |
|
|
2024
Q3 | $72M | Buy |
422,807
+6,633
| +2% | +$1.13M | 0.15% | 134 |
|
|
2024
Q2 | $58.8M | Buy |
416,174
+25,090
| +6% | +$3.54M | 0.14% | 151 |
|
|
2024
Q1 | $49.1M | Buy |
391,084
+24,222
| +7% | +$3.04M | 0.13% | 164 |
|
|
2023
Q4 | $38.7M | Buy |
366,862
+11,797
| +3% | +$1.24M | 0.11% | 187 |
|
|
2023
Q3 | $37.6M | Buy |
355,065
+341,085
| +2,440% | +$36.1M | 0.12% | 169 |
|
|
2023
Q2 | $1.66M | Sell |
13,980
-230
| -2% | -$27.4K | 0.02% | 219 |
|
|
2023
Q1 | $1.32M | Buy |
+14,210
| New | +$1.32M | 0.02% | 276 |
|
|
2022
Q3 | – | Sell |
-67,613
| Closed | -$4.84M | – | 370 |
|
|
2022
Q2 | $4.84M | Sell |
67,613
-11,225
| -14% | -$803K | 0.07% | 131 |
|
|
2022
Q1 | $6.63M | Buy |
78,838
+2,934
| +4% | +$247K | 0.09% | 113 |
|
|
2021
Q4 | $6.07M | Sell |
75,904
-46,295
| -38% | -$3.7M | 0.09% | 106 |
|
|
2021
Q3 | $11.9M | Sell |
122,199
-27,742
| -19% | -$2.69M | 0.17% | 65 |
|
|
2021
Q2 | $12.9M | Sell |
149,941
-37,534
| -20% | -$3.24M | 0.21% | 57 |
|
|
2021
Q1 | $13.9M | Buy |
187,475
+4,716
| +3% | +$349K | 0.25% | 54 |
|
|
2020
Q4 | $11.3M | Buy |
182,759
+123,979
| +211% | +$7.66M | 0.26% | 45 |
|
|
2020
Q3 | $3.61M | Buy |
58,780
+6,625
| +13% | +$407K | 0.09% | 77 |
|
|
2020
Q2 | $2.92M | Sell |
52,155
-4,413
| -8% | -$247K | 0.08% | 89 |
|
|
2020
Q1 | $3.01M | Buy |
+56,568
| New | +$3.01M | 0.11% | 83 |
|
|
2019
Q1 | – | Sell |
-35,458
| Closed | -$1.75M | – | 206 |
|
|
2018
Q4 | $1.75M | Buy |
+35,458
| New | +$1.75M | 0.11% | 74 |
|
|
2018
Q1 | – | Sell |
-49,225
| Closed | -$2.44M | – | 171 |
|
|
2017
Q4 | $2.44M | Buy |
+49,225
| New | +$2.44M | 0.17% | 67 |
|
|
2017
Q3 | – | Sell |
-43,986
| Closed | -$2.19M | – | 175 |
|
|
2017
Q2 | $2.19M | Buy |
+43,986
| New | +$2.19M | 0.2% | 59 |
|
|
2017
Q1 | – | Sell |
-54,989
| Closed | -$2.11M | – | 169 |
|
|
2016
Q4 | $2.11M | Sell |
54,989
-9,989
| -15% | -$384K | 0.26% | 51 |
|
|
2016
Q3 | $2.54M | Buy |
+64,978
| New | +$2.54M | 0.38% | 42 |
|