Welch Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
65,885
+2,778
| +4% | +$607K | 0.6% | 35 |
|
|
2025
Q1 | $8.89M | Buy |
63,107
+944
| +2% | +$133K | 0.39% | 41 |
|
|
2024
Q4 | $10.4M | Buy |
62,163
+223
| +0.4% | +$37.2K | 0.47% | 40 |
|
|
2024
Q3 | $10.6M | Buy |
61,940
+2,814
| +5% | +$480K | 0.46% | 35 |
|
|
2024
Q2 | $8.35M | Buy |
59,126
+814
| +1% | +$115K | 0.4% | 39 |
|
|
2024
Q1 | $7.32M | Buy |
58,312
+2,474
| +4% | +$311K | 0.36% | 39 |
|
|
2023
Q4 | $5.89M | Buy |
55,838
+1,212
| +2% | +$128K | 0.32% | 44 |
|
|
2023
Q3 | $5.79M | Buy |
54,626
+50
| +0.1% | +$5.3K | 0.34% | 41 |
|
|
2023
Q2 | $6.5M | Buy |
54,576
+484
| +0.9% | +$57.6K | 0.37% | 39 |
|
|
2023
Q1 | $5.03M | Buy |
54,092
+2,933
| +6% | +$273K | 0.29% | 46 |
|
|
2022
Q4 | $4.18M | Buy |
51,159
+1,755
| +4% | +$143K | 0.24% | 47 |
|
|
2022
Q3 | $3.02M | Buy |
49,404
+1,821
| +4% | +$111K | 0.2% | 55 |
|
|
2022
Q2 | $3.33M | Buy |
47,583
+2,521
| +6% | +$176K | 0.2% | 50 |
|
|
2022
Q1 | $3.73M | Buy |
45,062
+6,254
| +16% | +$517K | 0.21% | 52 |
|
|
2021
Q4 | $3.38M | Buy |
38,808
+1,791
| +5% | +$156K | 0.2% | 57 |
|
|
2021
Q3 | $3.23M | Buy |
37,017
+4,518
| +14% | +$394K | 0.22% | 54 |
|
|
2021
Q2 | $2.53M | Buy |
32,499
+4,055
| +14% | +$316K | 0.17% | 57 |
|
|
2021
Q1 | $2M | Buy |
28,444
+10,913
| +62% | +$766K | 0.14% | 60 |
|
|
2020
Q4 | $1.13M | Buy |
17,531
+2,722
| +18% | +$176K | 0.09% | 69 |
|
|
2020
Q3 | $884K | Buy |
14,809
+3,720
| +34% | +$222K | 0.08% | 68 |
|
|
2020
Q2 | $613K | Buy |
11,089
+916
| +9% | +$50.6K | 0.06% | 74 |
|
|
2020
Q1 | $492K | Buy |
10,173
+3,539
| +53% | +$171K | 0.05% | 80 |
|
|
2019
Q4 | $351K | Sell |
6,634
-169
| -2% | -$8.94K | 0.03% | 91 |
|
|
2019
Q3 | $374K | Buy |
6,803
+36
| +0.5% | +$1.98K | 0.04% | 85 |
|
|
2019
Q2 | $386K | Buy |
6,767
+47
| +0.7% | +$2.68K | 0.04% | 81 |
|
|
2019
Q1 | $361K | Buy |
6,720
+183
| +3% | +$9.83K | 0.04% | 86 |
|
|
2018
Q4 | $295K | Buy |
6,537
+1,255
| +24% | +$56.6K | 0.04% | 90 |
|
|
2018
Q3 | $272 | Buy |
5,282
+901
| +21% | +$46 | 0.03% | 106 |
|
|
2018
Q2 | $193K | Buy |
4,381
+338
| +8% | +$14.9K | 0.02% | 111 |
|
|
2018
Q1 | $185K | Sell |
4,043
-430
| -10% | -$19.7K | 0.02% | 110 |
|
|
2017
Q4 | $211K | Buy |
4,473
+810
| +22% | +$38.2K | 0.03% | 97 |
|
|
2017
Q3 | $177K | Sell |
3,663
-711
| -16% | -$34.4K | 0.03% | 98 |
|
|
2017
Q2 | $219K | Buy |
4,374
+560
| +15% | +$28K | 0.04% | 115 |
|
|
2017
Q1 | $170K | Buy |
3,814
+238
| +7% | +$10.6K | 0.03% | 89 |
|
|
2016
Q4 | $138K | Sell |
3,576
-2,206
| -38% | -$85.1K | 0.03% | 116 |
|
|
2016
Q3 | $227K | Buy |
5,782
+1,789
| +45% | +$70.2K | 0.05% | 84 |
|
|
2016
Q2 | $163K | Sell |
3,993
-1,407
| -26% | -$57.4K | 0.03% | 87 |
|
|
2016
Q1 | $221K | Hold |
5,400
| – | – | 0.04% | 100 |
|
|
2015
Q4 | $197K | Buy |
5,400
+47
| +0.9% | +$1.72K | 0.04% | 105 |
|
|
2015
Q3 | $193K | Buy |
5,353
+86
| +2% | +$3.1K | 0.04% | 99 |
|
|
2015
Q2 | $212K | Buy |
5,267
+500
| +10% | +$20.1K | 0.04% | 103 |
|
|
2015
Q1 | $206 | Hold |
4,767
| – | – | 0.04% | 108 |
|
|
2014
Q4 | $214K | Sell |
4,767
-509
| -10% | -$22.9K | 0.04% | 98 |
|
|
2014
Q3 | $202K | Sell |
5,276
-8
| -0.2% | -$306 | 0.04% | 98 |
|
|
2014
Q2 | $214K | Sell |
5,284
-93
| -2% | -$3.77K | 0.04% | 98 |
|
|
2014
Q1 | $220K | Hold |
5,377
| – | – | 0.05% | 86 |
|
|
2013
Q4 | $206K | Buy |
5,377
+141
| +3% | +$5.4K | 0.05% | 94 |
|
|
2013
Q3 | $174K | Sell |
5,236
-95
| -2% | -$3.16K | 0.04% | 98 |
|
|
2013
Q2 | $164K | Buy |
+5,331
| New | +$164K | 0.04% | 98 |
|