Winthrop Advisory Group’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 | $757K | Sell |
5,149
-13
| -0.3% | -$2.11K | 0.06% | 88 |
|
|
2025
Q4 | $1.01M | Buy |
5,162
+95
| +2% | +$22.6K | 0.09% | 71 |
|
|
2025
Q3 | $1.43M | Sell |
5,067
-40
| -0.8% | -$10.2K | 0.12% | 59 |
|
|
2025
Q2 | $1.12M | Sell |
5,107
-354
| -6% | -$57.2K | 0.11% | 64 |
|
|
2025
Q1 | $764K | Buy |
5,461
+457
| +9% | +$74.4K | 0.09% | 68 |
|
|
2024
Q4 | $834K | Buy |
5,004
+32
| +0.6% | +$5.68K | 0.1% | 68 |
|
|
2024
Q3 | $847K | Buy |
4,972
+203
| +4% | +$29.4K | 0.1% | 64 |
|
|
2024
Q2 | $673K | Buy |
4,769
+376
| +9% | +$46.7K | 0.09% | 67 |
|
|
2024
Q1 | $552K | Buy |
4,393
+41
| +0.9% | +$4.69K | 0.08% | 73 |
|
|
2023
Q4 | $459K | Buy |
4,352
+405
| +10% | +$44.2K | 0.07% | 83 |
|
|
2023
Q3 | $418K | Sell |
3,947
-312
| -7% | -$36.1K | 0.07% | 82 |
|
|
2023
Q2 | $507K | Buy |
4,259
+133
| +3% | +$13.8K | 0.08% | 73 |
|
|
2023
Q1 | $383K | Sell |
4,126
-248
| -6% | -$21.7K | 0.07% | 84 |
|
|
2022
Q4 | $358K | Sell |
4,374
-27
| -0.6% | -$2.05K | 0.07% | 89 |
|
|
2022
Q3 | $269K | Buy |
4,401
+2
| +0% | +$146 | 0.06% | 90 |
|
|
2022
Q2 | $307K | Buy |
4,399
+5
| +0.1% | +$366 | 0.07% | 86 |
|
|
2022
Q1 | $363K | Buy |
4,394
+619
| +16% | +$50.1K | 0.08% | 87 |
|
|
2021
Q4 | $329K | Sell |
3,775
-763
| -17% | -$71.6K | 0.07% | 95 |
|
|
2021
Q3 | $395K | Buy |
4,538
+453
| +11% | +$40K | 0.09% | 76 |
|
|
2021
Q2 | $318K | Sell |
4,085
-22
| -0.5% | -$1.72K | 0.07% | 95 |
|
|
2021
Q1 | $288K | Buy |
4,107
+690
| +20% | +$44.7K | 0.07% | 99 |
|
|
2020
Q4 | $221K | Sell |
3,417
-122
| -3% | -$7.26K | 0.06% | 118 |
|
|
2020
Q3 | $213K | Buy |
+3,539
| New | +$201K | 0.07% | 109 |
|
|
2019
Q4 | – | Sell |
-3,734
| Closed | -$205K | – | 105 |
|
|
2019
Q3 | $205K | Sell |
3,734
-360
| -9% | -$19.9K | 0.08% | 90 |
|
|
2019
Q2 | $233K | Buy |
+4,094
| New | +$222K | 0.1% | 79 |
|
Other funds holding ORCL
VCM
VPM
