Winch Advisory Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.02M | Hold |
24,502
| – | – | 1.15% | 20 |
|
|
2025
Q4 | $3.87M | Sell |
24,502
-7,725
| -24% | -$1.84M | 0.86% | 23 |
|
|
2025
Q3 | $4.16M | Buy |
32,227
+32,042
| +17,320% | +$8.16M | 0.94% | 22 |
|
|
2025
Q2 | $40.4K | Buy |
185
+1
| +0.5% | +$161 | 0.01% | 178 |
|
|
2025
Q1 | $25.7K | Hold |
184
| – | – | 0.01% | 202 |
|
|
2024
Q4 | $30.6K | Buy |
184
+87
| +90% | +$15.5K | 0.01% | 192 |
|
|
2024
Q3 | $16.6K | Hold |
97
| – | – | ﹤0.01% | 226 |
|
|
2024
Q2 | $13.7K | Hold |
97
| – | – | ﹤0.01% | 234 |
|
|
2024
Q1 | $12.1K | Buy |
97
+1
| +1% | +$114 | ﹤0.01% | 241 |
|
|
2023
Q4 | $10.2K | Buy |
96
+80
| +500% | +$8.73K | ﹤0.01% | 258 |
|
|
2023
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 366 |
|
|
2023
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 365 |
|
|
2023
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 360 |
|
|
2022
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 385 |
|
|
2022
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 374 |
|
|
2022
Q2 | $1K | Sell |
16
-1
| -6% | -$73 | ﹤0.01% | 402 |
|
|
2022
Q1 | $1K | Sell |
17
-16
| -48% | -$1.3K | ﹤0.01% | 429 |
|
|
2021
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 376 |
|
|
2021
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 388 |
|
|
2021
Q2 | $3K | Hold |
33
| – | – | ﹤0.01% | 394 |
|
|
2021
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 392 |
|
|
2020
Q4 | $2K | Buy |
+33
| New | +$1.96K | ﹤0.01% | 376 |
|
|
2019
Q4 | – | Sell |
-12
| Closed | -$1K | – | 372 |
|
|
2019
Q3 | $1K | Sell |
12
-53
| -82% | -$2.93K | ﹤0.01% | 334 |
|
|
2019
Q2 | $4K | Buy |
65
+53
| +442% | +$2.87K | ﹤0.01% | 284 |
|
|
2019
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 361 |
|
|
2018
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 332 |
|
|
2018
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 309 |
|
|
2018
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 318 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 294 |
|
|
2017
Q4 | $1K | Sell |
12
-4
| -25% | -$196 | ﹤0.01% | 293 |
|
|
2017
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 279 |
|
|
2017
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 289 |
|
|
2017
Q1 | $1K | Buy |
+16
| New | +$666 | ﹤0.01% | 273 |
|
|
2015
Q3 | – | Sell |
-17,684
| Closed | -$713K | – | 265 |
|
|
2015
Q2 | $713K | Sell |
17,684
-16,319
| -48% | -$708K | 0.39% | 68 |
|
|
2015
Q1 | $1.47M | Sell |
34,003
-589
| -2% | -$25.5K | 0.85% | 33 |
|
|
2014
Q4 | $1.56M | Buy |
+34,592
| New | +$1.41M | 0.85% | 23 |
|
Other funds holding ORCL
VCM
VPM
