WMS Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.13M | Buy |
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|
2024
Q3 | $2M | Sell |
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|
2024
Q2 | $2.13M | Sell |
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|
2024
Q1 | $1.91M | Buy |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.98M | Sell |
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|
2023
Q2 | $2.28M | Sell |
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|
2023
Q1 | $1.8M | Buy |
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|
2022
Q4 | $1.58M | Buy |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $1.34M | Hold |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $1.41M | Sell |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.32M | Sell |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $1.25M | Buy |
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|
2020
Q2 | $1.07M | Sell |
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|
2020
Q1 | $984K | Sell |
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $1.22M | Buy |
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|
2019
Q2 | $845K | Sell |
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|
2019
Q1 | $899K | Hold |
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|
2018
Q4 | $756K | Sell |
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|
2018
Q3 | $7.05M | Sell |
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|
2018
Q2 | $6.04M | Buy |
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|
2018
Q1 | $6.26M | Sell |
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|
2017
Q4 | $6.48M | Sell |
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|
2017
Q3 | $6.63M | Buy |
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|
2017
Q2 | $6.87M | Sell |
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|
2017
Q1 | $6.12M | Hold |
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|
2016
Q4 | $5.28M | Buy |
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|
2016
Q3 | $5.39M | Buy |
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|
2016
Q2 | $5.61M | Sell |
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|
2016
Q1 | $5.81M | Buy |
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|
2015
Q4 | $5.13M | Buy |
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|
2015
Q3 | $5.07M | Sell |
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|
2015
Q2 | $5.88M | Buy |
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|
2015
Q1 | $6.22M | Buy |
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|
2014
Q4 | $6.3M | Buy |
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|
2014
Q3 | $5.35M | Buy |
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|
2014
Q2 | $5.55M | Buy |
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|
2014
Q1 | $5.59M | Sell |
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|
2013
Q4 | $5.31M | Sell |
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|
2013
Q3 | $4.85M | Buy |
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|
2013
Q2 | $4.49M | Buy |
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