WBG
Wharton Business Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Sell |
3,633
-675
| -16% | -$148K | 0.03% | 86 |
|
|
2025
Q1 | $602K | Sell |
4,308
-50
| -1% | -$6.99K | 0.03% | 90 |
|
|
2024
Q4 | $726K | Hold |
4,358
| – | – | 0.03% | 86 |
|
|
2024
Q3 | $743K | Sell |
4,358
-111
| -2% | -$18.9K | 0.03% | 88 |
|
|
2024
Q2 | $631K | Buy |
4,469
+111
| +3% | +$15.7K | 0.03% | 88 |
|
|
2024
Q1 | $547K | Sell |
4,358
-765
| -15% | -$96K | 0.03% | 89 |
|
|
2023
Q4 | $540K | Sell |
5,123
-710
| -12% | -$74.8K | 0.03% | 89 |
|
|
2023
Q3 | $618K | Hold |
5,833
| – | – | 0.03% | 90 |
|
|
2023
Q2 | $695K | Sell |
5,833
-245
| -4% | -$29.2K | 0.05% | 79 |
|
|
2023
Q1 | $564K | Hold |
6,078
| – | – | 0.03% | 84 |
|
|
2022
Q4 | $497K | Hold |
6,078
| – | – | 0.03% | 94 |
|
|
2022
Q3 | $371K | Hold |
6,078
| – | – | 0.03% | 95 |
|
|
2022
Q2 | $425K | Sell |
6,078
-105
| -2% | -$7.34K | 0.03% | 91 |
|
|
2022
Q1 | $512K | Sell |
6,183
-130
| -2% | -$10.8K | 0.03% | 86 |
|
|
2021
Q4 | $551K | Hold |
6,313
| – | – | 0.03% | 90 |
|
|
2021
Q3 | $550K | Sell |
6,313
-165
| -3% | -$14.4K | 0.06% | 45 |
|
|
2021
Q2 | $504K | Hold |
6,478
| – | – | 0.04% | 80 |
|
|
2021
Q1 | $455K | Hold |
6,478
| – | – | 0.04% | 82 |
|
|
2020
Q4 | $419K | Sell |
6,478
-120
| -2% | -$7.76K | 0.03% | 84 |
|
|
2020
Q3 | $394K | Sell |
6,598
-255
| -4% | -$15.2K | 0.04% | 78 |
|
|
2020
Q2 | $379K | Sell |
6,853
-13
| -0.2% | -$719 | 0.04% | 74 |
|
|
2020
Q1 | $332K | Sell |
6,866
-2,872
| -29% | -$139K | 0.04% | 70 |
|
|
2019
Q4 | $516K | Sell |
9,738
-95
| -1% | -$5.03K | 0.05% | 68 |
|
|
2019
Q3 | $541K | Hold |
9,833
| – | – | 0.05% | 62 |
|
|
2019
Q2 | $560K | Hold |
9,833
| – | – | 0.06% | 61 |
|
|
2019
Q1 | $528K | Sell |
9,833
-132
| -1% | -$7.09K | 0.05% | 65 |
|
|
2018
Q4 | $450K | Hold |
9,965
| – | – | 0.05% | 70 |
|
|
2018
Q3 | $514K | Sell |
9,965
-837
| -8% | -$43.2K | 0.05% | 68 |
|
|
2018
Q2 | $475K | Buy |
10,802
+705
| +7% | +$31K | 0.05% | 69 |
|
|
2018
Q1 | $462K | Sell |
10,097
-51,465
| -84% | -$2.35M | 0.05% | 69 |
|
|
2017
Q4 | $2.91M | Sell |
61,562
-337
| -0.5% | -$15.9K | 0.3% | 46 |
|
|
2017
Q3 | $2.99M | Sell |
61,899
-163
| -0.3% | -$7.88K | 0.32% | 46 |
|
|
2017
Q2 | $3.11M | Hold |
62,062
| – | – | 0.33% | 45 |
|
|
2017
Q1 | $2.77M | Sell |
62,062
-95
| -0.2% | -$4.24K | 0.3% | 49 |
|
|
2016
Q4 | $2.39M | Hold |
62,157
| – | – | 0.28% | 52 |
|
|
2016
Q3 | $2.44M | Hold |
62,157
| – | – | 0.3% | 57 |
|
|
2016
Q2 | $2.54M | Buy |
62,157
+987
| +2% | +$40.4K | 0.3% | 60 |
|
|
2016
Q1 | $2.5M | Hold |
61,170
| – | – | 0.28% | 64 |
|
|
2015
Q4 | $2.24M | Sell |
61,170
-225
| -0.4% | -$8.22K | 0.22% | 69 |
|
|
2015
Q3 | $2.22M | Hold |
61,395
| – | – | 0.22% | 64 |
|
|
2015
Q2 | $2.47K | Sell |
61,395
-2,757
| -4% | -$111 | 0.16% | 69 |
|
|
2015
Q1 | $2.77M | Sell |
64,152
-363,748
| -85% | -$15.7M | 0.23% | 72 |
|
|
2014
Q4 | $19.2M | Hold |
427,900
| – | – | 1.59% | 22 |
|
|
2014
Q3 | $16.4M | Sell |
427,900
-240
| -0.1% | -$9.19K | 1.46% | 24 |
|
|
2014
Q2 | $17.4M | Buy |
428,140
+2,450
| +0.6% | +$99.3K | 1.91% | 15 |
|
|
2014
Q1 | $17.4M | Sell |
425,690
-722
| -0.2% | -$29.5K | 1.4% | 23 |
|
|
2013
Q4 | $16.3M | Sell |
426,412
-6,635
| -2% | -$254K | 1.37% | 21 |
|
|
2013
Q3 | $14.4M | Sell |
433,047
-18,390
| -4% | -$610K | 1.21% | 23 |
|
|
2013
Q2 | $13.9M | Buy |
+451,437
| New | +$13.9M | 1.21% | 28 |
|