Williams Jones Wealth Management’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 | $19.8M | Sell |
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|
2025
Q1 | $12.9M | Sell |
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|
2024
Q4 | $15.6M | Buy |
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|
2024
Q3 | $15.6M | Sell |
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|
2024
Q2 | $13M | Sell |
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|
2024
Q1 | $11.6M | Sell |
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|
2023
Q4 | $11.2M | Buy |
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|
2023
Q3 | $11.3M | Sell |
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|
2023
Q2 | $12.9M | Sell |
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|
2023
Q1 | $10.2M | Sell |
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|
2022
Q4 | $8.96M | Sell |
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|
2022
Q3 | $6.72M | Buy |
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|
2022
Q2 | $7.56M | Buy |
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|
2022
Q1 | $8.88M | Sell |
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|
2021
Q4 | $9.39M | Sell |
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|
2021
Q3 | $9.41M | Buy |
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|
2021
Q2 | $8.38M | Sell |
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|
2021
Q1 | $7.56M | Buy |
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|
2020
Q4 | $6.91M | Sell |
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|
2020
Q3 | $6.5M | Sell |
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|
2020
Q2 | $6.57M | Sell |
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|
2020
Q1 | $5.76M | Sell |
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|
2019
Q4 | $6.65M | Buy |
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|
2019
Q3 | $6.52M | Buy |
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