Weatherly Asset Management’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 | $3.21M | Buy |
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|
2025
Q2 | $2.49M | Buy |
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|
2025
Q1 | $1.59M | Buy |
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|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $1.94M | Buy |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $1.21M | Hold |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $936K | Sell |
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|
2022
Q3 | $711K | Sell |
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|
2022
Q2 | $821K | Sell |
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|
2022
Q1 | $981K | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1M | Sell |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $963K | Sell |
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|
2020
Q3 | $1M | Sell |
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|
2020
Q2 | $937K | Sell |
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|
2020
Q1 | $829K | Sell |
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|
2019
Q4 | $928K | Sell |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $1.12M | Sell |
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|
2019
Q1 | $1.11M | Sell |
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|
2018
Q4 | $1.19M | Buy |
|
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|
2018
Q3 | $1.07M | Sell |
|
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|
2018
Q2 | $928K | Buy |
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|
2018
Q1 | $962K | Buy |
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|
2017
Q4 | $994K | Buy |
|
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|
2017
Q3 | $510K | Sell |
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|
2017
Q2 | $536K | Buy |
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|
2017
Q1 | $477K | Buy |
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|
2016
Q4 | $411K | Buy |
|
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|
2016
Q3 | $407K | Buy |
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|
2016
Q2 | $424K | Buy |
|
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|
2016
Q1 | $423K | Buy |
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|
2015
Q4 | $331K | Buy |
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|
2015
Q3 | $244K | Sell |
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|
2015
Q2 | $273K | Sell |
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|
2015
Q1 | $309K | Sell |
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|
2014
Q4 | $329K | Sell |
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|
2014
Q3 | $293K | Buy |
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|
2014
Q2 | $304K | Buy |
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|
2014
Q1 | $275K | Buy |
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|
2013
Q4 | $257K | Buy |
|