Wharton Business Group’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 | $794K | Sell |
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|
2025
Q1 | $602K | Sell |
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|
2024
Q4 | $726K | Hold |
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|
2024
Q3 | $743K | Sell |
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|
2024
Q2 | $631K | Buy |
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|
2024
Q1 | $547K | Sell |
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|
2023
Q4 | $540K | Sell |
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|
2023
Q3 | $618K | Hold |
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|
2023
Q2 | $695K | Sell |
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|
2023
Q1 | $564K | Hold |
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|
2022
Q4 | $497K | Hold |
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|
2022
Q3 | $371K | Hold |
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|
2022
Q2 | $425K | Sell |
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|
2022
Q1 | $512K | Sell |
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|
2021
Q4 | $551K | Hold |
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|
2021
Q3 | $550K | Sell |
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|
2021
Q2 | $504K | Hold |
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|
2021
Q1 | $455K | Hold |
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|
2020
Q4 | $419K | Sell |
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|
2020
Q3 | $394K | Sell |
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|
2020
Q2 | $379K | Sell |
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|
2020
Q1 | $332K | Sell |
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|
2019
Q4 | $516K | Sell |
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|
2019
Q3 | $541K | Hold |
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|
2019
Q2 | $560K | Hold |
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|
2019
Q1 | $528K | Sell |
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|
2018
Q4 | $450K | Hold |
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|
2018
Q3 | $514K | Sell |
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|
2018
Q2 | $475K | Buy |
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|
2018
Q1 | $462K | Sell |
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|
2017
Q4 | $2.91M | Sell |
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|
2017
Q3 | $2.99M | Sell |
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|
2017
Q2 | $3.11M | Hold |
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|
2017
Q1 | $2.77M | Sell |
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|
2016
Q4 | $2.39M | Hold |
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|
2016
Q3 | $2.44M | Hold |
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|
2016
Q2 | $2.54M | Buy |
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|
2016
Q1 | $2.5M | Hold |
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|
2015
Q4 | $2.23M | Sell |
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|
2015
Q3 | $2.22M | Hold |
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|
2015
Q2 | $2.47K | Sell |
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|
2015
Q1 | $2.77M | Sell |
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|
2014
Q4 | $19.2M | Hold |
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|
2014
Q3 | $16.4M | Sell |
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|
2014
Q2 | $17.4M | Buy |
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|
2014
Q1 | $17.4M | Sell |
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|
2013
Q4 | $16.3M | Sell |
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|
2013
Q3 | $14.4M | Sell |
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|
2013
Q2 | $13.9M | Buy |
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