WC
Whitney & Co’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Sell |
11,654
-100
| -0.9% | -$21.9K | 0.25% | 61 |
|
|
2025
Q1 | $1.64M | Sell |
11,754
-300
| -2% | -$41.9K | 0.17% | 65 |
|
|
2024
Q4 | $2.01M | Sell |
12,054
-96
| -0.8% | -$16K | 0.21% | 59 |
|
|
2024
Q3 | $2.07M | Sell |
12,150
-149
| -1% | -$25.4K | 0.22% | 58 |
|
|
2024
Q2 | $1.74M | Sell |
12,299
-260
| -2% | -$36.7K | 0.2% | 58 |
|
|
2024
Q1 | $1.58M | Sell |
12,559
-1,850
| -13% | -$232K | 0.19% | 60 |
|
|
2023
Q4 | $1.52M | Sell |
14,409
-95
| -0.7% | -$10K | 0.2% | 58 |
|
|
2023
Q3 | $1.54M | Hold |
14,504
| – | – | 0.23% | 56 |
|
|
2023
Q2 | $1.73M | Hold |
14,504
| – | – | 0.25% | 54 |
|
|
2023
Q1 | $1.35M | Sell |
14,504
-45
| -0.3% | -$4.18K | 0.21% | 60 |
|
|
2022
Q4 | $1.19M | Sell |
14,549
-700
| -5% | -$57.2K | 0.22% | 63 |
|
|
2022
Q3 | $931K | Buy |
15,249
+108
| +0.7% | +$6.59K | 0.18% | 67 |
|
|
2022
Q2 | $1.06M | Hold |
15,141
| – | – | 0.19% | 66 |
|
|
2022
Q1 | $1.25M | Buy |
15,141
+450
| +3% | +$37.2K | 0.19% | 66 |
|
|
2021
Q4 | $1.28M | Hold |
14,691
| – | – | 0.19% | 67 |
|
|
2021
Q3 | $1.28M | Hold |
14,691
| – | – | 0.2% | 63 |
|
|
2021
Q2 | $1.14M | Sell |
14,691
-200
| -1% | -$15.6K | 0.18% | 62 |
|
|
2021
Q1 | $1.05M | Sell |
14,891
-150
| -1% | -$10.5K | 0.18% | 62 |
|
|
2020
Q4 | $930K | Sell |
15,041
-356
| -2% | -$22K | 0.15% | 72 |
|
|
2020
Q3 | $919K | Buy |
15,397
+45
| +0.3% | +$2.69K | 0.17% | 66 |
|
|
2020
Q2 | $848K | Sell |
15,352
-779
| -5% | -$43K | 0.17% | 63 |
|
|
2020
Q1 | $780K | Sell |
16,131
-619
| -4% | -$29.9K | 0.19% | 61 |
|
|
2019
Q4 | $887K | Sell |
16,750
-281
| -2% | -$14.9K | 0.18% | 68 |
|
|
2019
Q3 | $944K | Buy |
17,031
+11
| +0.1% | +$610 | 0.2% | 67 |
|
|
2019
Q2 | $970K | Hold |
17,020
| – | – | 0.22% | 68 |
|
|
2019
Q1 | $942K | Buy |
17,020
+51
| +0.3% | +$2.82K | 0.21% | 65 |
|
|
2018
Q4 | $866K | Sell |
16,969
-275
| -2% | -$14K | 0.22% | 72 |
|
|
2018
Q3 | $870K | Buy |
17,244
+1,660
| +11% | +$83.8K | 0.21% | 74 |
|
|
2018
Q2 | $687K | Sell |
15,584
-900
| -5% | -$39.7K | 0.18% | 77 |
|
|
2018
Q1 | $754K | Sell |
16,484
-300
| -2% | -$13.7K | 0.22% | 77 |
|
|
2017
Q4 | $794K | Buy |
16,784
+429
| +3% | +$20.3K | 0.23% | 78 |
|
|
2017
Q3 | $820K | Hold |
16,355
| – | – | 0.28% | 77 |
|
|
2017
Q2 | $820K | Buy |
16,355
+155
| +1% | +$7.77K | 0.27% | 79 |
|
|
2017
Q1 | $723K | Sell |
16,200
-1,100
| -6% | -$49.1K | 0.26% | 72 |
|
|
2016
Q4 | $665K | Buy |
17,300
+600
| +4% | +$23.1K | 0.25% | 74 |
|
|
2016
Q3 | $656K | Sell |
16,700
-716
| -4% | -$28.1K | 0.26% | 75 |
|
|
2016
Q2 | $713K | Buy |
17,416
+2,186
| +14% | +$89.5K | 0.29% | 75 |
|
|
2016
Q1 | $623K | Sell |
15,230
-150
| -1% | -$6.14K | 0.27% | 77 |
|
|
2015
Q4 | $562K | Sell |
15,380
-2,750
| -15% | -$100K | 0.25% | 79 |
|
|
2015
Q3 | $655K | Hold |
18,130
| – | – | 0.3% | 77 |
|
|
2015
Q2 | $731K | Hold |
18,130
| – | – | 0.32% | 76 |
|
|
2015
Q1 | $782K | Buy |
18,130
+500
| +3% | +$21.6K | 0.35% | 73 |
|
|
2014
Q4 | $793K | Sell |
17,630
-870
| -5% | -$39.1K | 0.36% | 71 |
|
|
2014
Q3 | $708K | Sell |
18,500
-515
| -3% | -$19.7K | 0.33% | 72 |
|
|
2014
Q2 | $771K | Sell |
19,015
-500
| -3% | -$20.3K | 0.36% | 71 |
|
|
2014
Q1 | $798K | Hold |
19,515
| – | – | 0.4% | 68 |
|
|
2013
Q4 | $747K | Buy |
19,515
+500
| +3% | +$19.1K | 0.41% | 65 |
|
|
2013
Q3 | $631K | Buy |
19,015
+800
| +4% | +$26.5K | 0.44% | 63 |
|
|
2013
Q2 | $559K | Buy |
+18,215
| New | +$559K | 0.41% | 67 |
|