Wendell David Associates’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 | $964K | Hold |
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|
2025
Q1 | $617K | Hold |
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|
2024
Q4 | $735K | Hold |
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|
2024
Q3 | $752K | Hold |
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|
2024
Q2 | $623K | Hold |
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|
2024
Q1 | $554K | Sell |
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|
2023
Q4 | $496K | Hold |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q2 | $441K | Hold |
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|
2023
Q1 | $344K | Hold |
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|
2022
Q4 | $303K | Hold |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $340K | Hold |
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|
2021
Q4 | $359K | Sell |
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|
2021
Q3 | $365K | Hold |
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|
2021
Q2 | $326K | Buy |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q4 | $243K | Hold |
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|
2020
Q3 | $224K | Hold |
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|
2020
Q2 | $207K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $234K | Hold |
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|
2019
Q2 | $242K | Sell |
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|
2019
Q1 | $232K | Sell |
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|
2018
Q4 | $207K | Sell |
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|
2018
Q3 | $255K | Hold |
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|
2018
Q2 | $218K | Buy |
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|
2018
Q1 | $224K | Buy |
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|
2017
Q4 | $216K | Sell |
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|
2017
Q3 | $222K | Buy |
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|
2017
Q2 | $214K | Sell |
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|
2017
Q1 | $216K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $214K | Sell |
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|
2016
Q1 | $255K | Sell |
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|
2015
Q4 | $260K | Buy |
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|
2015
Q3 | $245K | Hold |
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|
2015
Q2 | $273K | Hold |
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|
2015
Q1 | $293K | Sell |
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|
2014
Q4 | $316K | Hold |
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|
2014
Q3 | $267K | Hold |
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|
2014
Q2 | $288K | Buy |
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|
2014
Q1 | $272K | Sell |
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|
2013
Q4 | $264K | Sell |
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|
2013
Q3 | $252K | Sell |
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|
2013
Q2 | $254K | Buy |
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