WhitTier Trust Company’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.2M | Buy |
69,472
+110
| +0.2% | +$24K | 0.34% | 65 |
|
2025
Q1 | $9.7M | Buy |
69,362
+131
| +0.2% | +$18.3K | 0.24% | 89 |
|
2024
Q4 | $11.5M | Buy |
69,231
+36
| +0.1% | +$6K | 0.28% | 78 |
|
2024
Q3 | $11.8M | Sell |
69,195
-416
| -0.6% | -$70.9K | 0.3% | 77 |
|
2024
Q2 | $9.83M | Sell |
69,611
-425
| -0.6% | -$60K | 0.27% | 81 |
|
2024
Q1 | $8.8M | Buy |
70,036
+1,573
| +2% | +$198K | 0.25% | 92 |
|
2023
Q4 | $7.22M | Sell |
68,463
-3,403
| -5% | -$359K | 0.23% | 99 |
|
2023
Q3 | $7.61M | Sell |
71,866
-1,363
| -2% | -$144K | 0.27% | 87 |
|
2023
Q2 | $8.72M | Sell |
73,229
-1,871
| -2% | -$223K | 0.3% | 83 |
|
2023
Q1 | $6.98M | Buy |
75,100
+407
| +0.5% | +$37.8K | 0.26% | 92 |
|
2022
Q4 | $6.11M | Sell |
74,693
-3,402
| -4% | -$278K | 0.24% | 101 |
|
2022
Q3 | $4.77M | Sell |
78,095
-1,852
| -2% | -$113K | 0.2% | 114 |
|
2022
Q2 | $5.59M | Sell |
79,947
-3,225
| -4% | -$225K | 0.23% | 104 |
|
2022
Q1 | $6.88M | Sell |
83,172
-625
| -0.7% | -$51.7K | 0.25% | 98 |
|
2021
Q4 | $7.31M | Sell |
83,797
-331
| -0.4% | -$28.9K | 0.27% | 88 |
|
2021
Q3 | $7.33M | Sell |
84,128
-214
| -0.3% | -$18.6K | 0.3% | 79 |
|
2021
Q2 | $6.57M | Sell |
84,342
-459
| -0.5% | -$35.7K | 0.27% | 91 |
|
2021
Q1 | $5.95M | Sell |
84,801
-2,386
| -3% | -$167K | 0.27% | 92 |
|
2020
Q4 | $5.64M | Sell |
87,187
-212
| -0.2% | -$13.7K | 0.28% | 88 |
|
2020
Q3 | $5.22M | Buy |
87,399
+2,348
| +3% | +$140K | 0.3% | 82 |
|
2020
Q2 | $4.7M | Sell |
85,051
-12,100
| -12% | -$669K | 0.3% | 83 |
|
2020
Q1 | $4.7M | Sell |
97,151
-7,214
| -7% | -$349K | 0.36% | 76 |
|
2019
Q4 | $5.53M | Sell |
104,365
-5,807
| -5% | -$308K | 0.35% | 80 |
|
2019
Q3 | $6.06M | Sell |
110,172
-837
| -0.8% | -$46.1K | 0.42% | 64 |
|
2019
Q2 | $6.32M | Sell |
111,009
-1,442
| -1% | -$82.1K | 0.45% | 63 |
|
2019
Q1 | $6.04M | Sell |
112,451
-811
| -0.7% | -$43.6K | 0.45% | 61 |
|
2018
Q4 | $5.11M | Buy |
113,262
+664
| +0.6% | +$30K | 0.42% | 63 |
|
2018
Q3 | $5.81M | Sell |
112,598
-3,816
| -3% | -$197K | 0.42% | 64 |
|
2018
Q2 | $5.13M | Sell |
116,414
-45,313
| -28% | -$2M | 0.4% | 68 |
|
2018
Q1 | $7.4M | Buy |
161,727
+11,433
| +8% | +$523K | 0.6% | 51 |
|
2017
Q4 | $7.11M | Buy |
150,294
+4,015
| +3% | +$190K | 0.61% | 50 |
|
2017
Q3 | $7.07M | Buy |
146,279
+1,686
| +1% | +$81.5K | 0.66% | 45 |
|
2017
Q2 | $7.25M | Buy |
144,593
+4,195
| +3% | +$210K | 0.7% | 39 |
|
2017
Q1 | $6.26M | Sell |
140,398
-6,734
| -5% | -$300K | 0.63% | 46 |
|
2016
Q4 | $5.66M | Buy |
147,132
+1,739
| +1% | +$66.9K | 0.6% | 48 |
|
2016
Q3 | $5.71M | Sell |
145,393
-4,523
| -3% | -$178K | 0.65% | 49 |
|
2016
Q2 | $6.14M | Buy |
149,916
+1,688
| +1% | +$69.1K | 0.7% | 45 |
|
2016
Q1 | $6.06M | Sell |
148,228
-1,244
| -0.8% | -$50.9K | 0.71% | 44 |
|
2015
Q4 | $5.46M | Buy |
149,472
+426
| +0.3% | +$15.6K | 0.64% | 51 |
|
2015
Q3 | $5.38M | Buy |
149,046
+1,211
| +0.8% | +$43.7K | 0.66% | 51 |
|
2015
Q2 | $5.96M | Buy |
147,835
+8,041
| +6% | +$324K | 0.66% | 48 |
|
2015
Q1 | $6.03M | Sell |
139,794
-920
| -0.7% | -$39.7K | 0.67% | 49 |
|
2014
Q4 | $6.33M | Sell |
140,714
-1,562
| -1% | -$70.2K | 0.71% | 42 |
|
2014
Q3 | $5.45M | Buy |
142,276
+312
| +0.2% | +$11.9K | 0.63% | 53 |
|
2014
Q2 | $5.75M | Sell |
141,964
-961
| -0.7% | -$38.9K | 0.65% | 50 |
|
2014
Q1 | $5.85M | Sell |
142,925
-2,464
| -2% | -$101K | 0.69% | 44 |
|
2013
Q4 | $5.56M | Sell |
145,389
-189
| -0.1% | -$7.23K | 0.67% | 50 |
|
2013
Q3 | $4.83M | Buy |
145,578
+17,776
| +14% | +$590K | 0.65% | 50 |
|
2013
Q2 | $3.92M | Buy |
+127,802
| New | +$3.92M | 0.57% | 56 |
|