Westbourne Investment Advisors’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 | $329K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $891K | Sell |
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|
2021
Q3 | $906K | Sell |
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|
2021
Q2 | $878K | Sell |
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|
2021
Q1 | $833K | Buy |
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|
2020
Q4 | $692K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $529K | Hold |
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|
2019
Q4 | $580K | Sell |
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|
2019
Q3 | $611K | Sell |
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|
2019
Q2 | $638K | Hold |
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|
2019
Q1 | $602K | Sell |
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|
2018
Q4 | $519K | Hold |
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|
2018
Q3 | $593K | Hold |
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|
2018
Q2 | $507K | Hold |
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|
2018
Q1 | $526K | Sell |
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|
2017
Q4 | $558K | Hold |
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|
2017
Q3 | $571K | Hold |
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|
2017
Q2 | $592K | Hold |
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|
2017
Q1 | $526K | Sell |
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|
2016
Q4 | $465K | Sell |
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|
2016
Q3 | $495K | Hold |
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|
2016
Q2 | $516K | Hold |
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|
2016
Q1 | $515K | Sell |
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|
2015
Q4 | $479K | Hold |
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|
2015
Q3 | $473K | Buy |
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|
2015
Q2 | $508K | Buy |
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