Welch & Forbes’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 | $25.5M | Buy |
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|
2025
Q1 | $16M | Buy |
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|
2024
Q4 | $19M | Sell |
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|
2024
Q3 | $19.8M | Sell |
|
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|
2024
Q2 | $16.6M | Sell |
|
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|
2024
Q1 | $15M | Sell |
|
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|
2023
Q4 | $12.8M | Sell |
|
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|
2023
Q3 | $13.3M | Buy |
|
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|
2023
Q2 | $14.4M | Sell |
|
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|
2023
Q1 | $11.3M | Sell |
|
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|
2022
Q4 | $10M | Sell |
|
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|
2022
Q3 | $7.49M | Buy |
|
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|
2022
Q2 | $8.47M | Sell |
|
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|
2022
Q1 | $10.6M | Buy |
|
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|
2021
Q4 | $10.6M | Sell |
|
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|
2021
Q3 | $11.1M | Buy |
|
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|
2021
Q2 | $9.91M | Sell |
|
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|
2021
Q1 | $9.08M | Buy |
|
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|
2020
Q4 | $8.36M | Sell |
|
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|
2020
Q3 | $7.88M | Buy |
|
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|
2020
Q2 | $7.08M | Sell |
|
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|
2020
Q1 | $6.28M | Buy |
|
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|
2019
Q4 | $6.48M | Buy |
|
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|
2019
Q3 | $6.73M | Sell |
|
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|
2019
Q2 | $7.01M | Buy |
|
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|
2019
Q1 | $6.43M | Sell |
|
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|
2018
Q4 | $5.63M | Sell |
|
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|
2018
Q3 | $6.71M | Sell |
|
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|
2018
Q2 | $5.95M | Sell |
|
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|
2018
Q1 | $7.26M | Sell |
|
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|
2017
Q4 | $7.84M | Buy |
|
|||||
|
2017
Q3 | $7.66M | Buy |
|
|||||
|
2017
Q2 | $7.83M | Buy |
|
|||||
|
2017
Q1 | $6.96M | Sell |
|
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|
2016
Q4 | $9.91M | Buy |
|
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|
2016
Q3 | $9.83M | Sell |
|
|||||
|
2016
Q2 | $10.7M | Buy |
|
|||||
|
2016
Q1 | $10.5M | Sell |
|
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|
2015
Q4 | $9.48M | Sell |
|
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|
2015
Q3 | $9.49M | Buy |
|
|||||
|
2015
Q2 | $10.3M | Buy |
|
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|
2015
Q1 | $10.8M | Sell |
|
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|
2014
Q4 | $11.3M | Sell |
|
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|
2014
Q3 | $9.66M | Buy |
|
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|
2014
Q2 | $9.61M | Sell |
|
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|
2014
Q1 | $10M | Sell |
|
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|
2013
Q4 | $9.76M | Sell |
|
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|
2013
Q3 | $9.41M | Buy |
|
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|
2013
Q2 | $8.66M | Buy |
|