Whitney & Co’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 | $2.55M | Sell |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $2.01M | Sell |
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|
2024
Q3 | $2.07M | Sell |
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|
2024
Q2 | $1.74M | Sell |
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|
2024
Q1 | $1.58M | Sell |
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|
2023
Q4 | $1.52M | Sell |
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|
2023
Q3 | $1.54M | Hold |
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|
2023
Q2 | $1.73M | Hold |
|
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $931K | Buy |
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|
2022
Q2 | $1.06M | Hold |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.28M | Hold |
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|
2021
Q3 | $1.28M | Hold |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $930K | Sell |
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|
2020
Q3 | $919K | Buy |
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|
2020
Q2 | $848K | Sell |
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|
2020
Q1 | $780K | Sell |
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|
2019
Q4 | $887K | Sell |
|
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|
2019
Q3 | $944K | Buy |
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|
2019
Q2 | $970K | Hold |
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|
2019
Q1 | $942K | Buy |
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|
2018
Q4 | $866K | Sell |
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|
2018
Q3 | $870K | Buy |
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|
2018
Q2 | $687K | Sell |
|
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|
2018
Q1 | $754K | Sell |
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|
2017
Q4 | $794K | Buy |
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|
2017
Q3 | $820K | Hold |
|
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|
2017
Q2 | $820K | Buy |
|
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|
2017
Q1 | $723K | Sell |
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|
2016
Q4 | $665K | Buy |
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|
2016
Q3 | $656K | Sell |
|
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|
2016
Q2 | $713K | Buy |
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|
2016
Q1 | $623K | Sell |
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|
2015
Q4 | $562K | Sell |
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|
2015
Q3 | $655K | Hold |
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|
2015
Q2 | $731K | Hold |
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|
2015
Q1 | $782K | Buy |
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|
2014
Q4 | $793K | Sell |
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|
2014
Q3 | $708K | Sell |
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|
2014
Q2 | $771K | Sell |
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|
2014
Q1 | $798K | Hold |
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|
2013
Q4 | $747K | Buy |
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|
2013
Q3 | $631K | Buy |
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|
2013
Q2 | $559K | Buy |
|