Welch & Forbes’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5M | Buy |
116,838
+2,519
| +2% | +$551K | 0.32% | 71 |
|
|
2025
Q1 | $16M | Buy |
114,319
+419
| +0.4% | +$58.6K | 0.21% | 80 |
|
|
2024
Q4 | $19M | Sell |
113,900
-2,546
| -2% | -$424K | 0.24% | 78 |
|
|
2024
Q3 | $19.8M | Sell |
116,446
-1,246
| -1% | -$212K | 0.25% | 80 |
|
|
2024
Q2 | $16.6M | Sell |
117,692
-1,473
| -1% | -$207K | 0.22% | 82 |
|
|
2024
Q1 | $15M | Sell |
119,165
-2,392
| -2% | -$300K | 0.21% | 85 |
|
|
2023
Q4 | $12.8M | Sell |
121,557
-4,422
| -4% | -$466K | 0.19% | 89 |
|
|
2023
Q3 | $13.3M | Buy |
125,979
+5,120
| +4% | +$542K | 0.22% | 89 |
|
|
2023
Q2 | $14.4M | Sell |
120,859
-1,026
| -0.8% | -$122K | 0.23% | 88 |
|
|
2023
Q1 | $11.3M | Sell |
121,885
-579
| -0.5% | -$53.8K | 0.19% | 97 |
|
|
2022
Q4 | $10M | Sell |
122,464
-106
| -0.1% | -$8.66K | 0.18% | 103 |
|
|
2022
Q3 | $7.49M | Buy |
122,570
+1,342
| +1% | +$82K | 0.15% | 107 |
|
|
2022
Q2 | $8.47M | Sell |
121,228
-7,480
| -6% | -$523K | 0.16% | 107 |
|
|
2022
Q1 | $10.6M | Buy |
128,708
+7,266
| +6% | +$601K | 0.17% | 104 |
|
|
2021
Q4 | $10.6M | Sell |
121,442
-5,984
| -5% | -$522K | 0.16% | 107 |
|
|
2021
Q3 | $11.1M | Buy |
127,426
+160
| +0.1% | +$13.9K | 0.18% | 102 |
|
|
2021
Q2 | $9.91M | Sell |
127,266
-2,142
| -2% | -$167K | 0.17% | 107 |
|
|
2021
Q1 | $9.08M | Buy |
129,408
+126
| +0.1% | +$8.84K | 0.17% | 107 |
|
|
2020
Q4 | $8.36M | Sell |
129,282
-2,744
| -2% | -$178K | 0.16% | 107 |
|
|
2020
Q3 | $7.88M | Buy |
132,026
+4,026
| +3% | +$240K | 0.17% | 102 |
|
|
2020
Q2 | $7.08M | Sell |
128,000
-1,929
| -1% | -$107K | 0.17% | 104 |
|
|
2020
Q1 | $6.28M | Buy |
129,929
+7,617
| +6% | +$368K | 0.18% | 104 |
|
|
2019
Q4 | $6.48M | Buy |
122,312
+36
| +0% | +$1.91K | 0.14% | 115 |
|
|
2019
Q3 | $6.73M | Sell |
122,276
-776
| -0.6% | -$42.7K | 0.16% | 113 |
|
|
2019
Q2 | $7.01M | Buy |
123,052
+3,242
| +3% | +$185K | 0.17% | 112 |
|
|
2019
Q1 | $6.43M | Sell |
119,810
-4,925
| -4% | -$264K | 0.16% | 116 |
|
|
2018
Q4 | $5.63M | Sell |
124,735
-5,485
| -4% | -$248K | 0.16% | 115 |
|
|
2018
Q3 | $6.71M | Sell |
130,220
-4,880
| -4% | -$252K | 0.16% | 118 |
|
|
2018
Q2 | $5.95M | Sell |
135,100
-23,624
| -15% | -$1.04M | 0.15% | 119 |
|
|
2018
Q1 | $7.26M | Sell |
158,724
-7,199
| -4% | -$329K | 0.19% | 114 |
|
|
2017
Q4 | $7.84M | Buy |
165,923
+7,468
| +5% | +$353K | 0.21% | 104 |
|
|
2017
Q3 | $7.66M | Buy |
158,455
+2,366
| +2% | +$114K | 0.2% | 111 |
|
|
2017
Q2 | $7.83M | Buy |
156,089
+117
| +0.1% | +$5.87K | 0.22% | 107 |
|
|
2017
Q1 | $6.96M | Sell |
155,972
-101,820
| -39% | -$4.54M | 0.2% | 113 |
|
|
2016
Q4 | $9.91M | Buy |
257,792
+7,520
| +3% | +$289K | 0.3% | 88 |
|
|
2016
Q3 | $9.83M | Sell |
250,272
-10,846
| -4% | -$426K | 0.34% | 79 |
|
|
2016
Q2 | $10.7M | Buy |
261,118
+4,382
| +2% | +$179K | 0.33% | 89 |
|
|
2016
Q1 | $10.5M | Sell |
256,736
-2,716
| -1% | -$111K | 0.33% | 90 |
|
|
2015
Q4 | $9.48M | Sell |
259,452
-3,413
| -1% | -$125K | 0.3% | 93 |
|
|
2015
Q3 | $9.5M | Buy |
262,865
+6,586
| +3% | +$238K | 0.32% | 89 |
|
|
2015
Q2 | $10.3M | Buy |
256,279
+6,240
| +2% | +$251K | 0.32% | 88 |
|
|
2015
Q1 | $10.8M | Sell |
250,039
-2,136
| -0.8% | -$92.2K | 0.32% | 87 |
|
|
2014
Q4 | $11.3M | Sell |
252,175
-65
| -0% | -$2.92K | 0.33% | 85 |
|
|
2014
Q3 | $9.66M | Buy |
252,240
+15,060
| +6% | +$577K | 0.29% | 91 |
|
|
2014
Q2 | $9.61M | Sell |
237,180
-8,092
| -3% | -$328K | 0.3% | 88 |
|
|
2014
Q1 | $10M | Sell |
245,272
-9,873
| -4% | -$404K | 0.32% | 89 |
|
|
2013
Q4 | $9.76M | Sell |
255,145
-28,661
| -10% | -$1.1M | 0.31% | 88 |
|
|
2013
Q3 | $9.41M | Buy |
283,806
+1,829
| +0.6% | +$60.7K | 0.32% | 88 |
|
|
2013
Q2 | $8.66M | Buy |
+281,977
| New | +$8.66M | 0.31% | 88 |
|