Wright Investors Service’s Oracle ORCL Stock Holding History

Wright Investors Service’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.78M	Sell	17,278 -12,925	-43%	-$2.83M	1.14%	24
2025 Q1	$4.22M	Buy	30,203 +121	+0.4%	+$16.9K	1.4%	21
2024 Q4	$5.01M	Buy	30,082 +1,866	+7%	+$311K	1.63%	17
2024 Q3	$4.81M	Buy	28,216 +7,384	+35%	+$1.26M	1.26%	22
2024 Q2	$2.94M	Buy	20,832 +650	+3%	+$91.8K	0.77%	37
2024 Q1	$2.54M	Sell	20,182 -23,586	-54%	-$2.96M	0.64%	54
2023 Q4	$4.61M	Sell	43,768 -2,172	-5%	-$229K	1.3%	19
2023 Q3	$4.87M	Sell	45,940 -1,818	-4%	-$193K	1.41%	16
2023 Q2	$5.69M	Buy	47,758 +12,503	+35%	+$1.49M	1.6%	13
2023 Q1	$3.28M	Buy	35,255 +1,543	+5%	+$143K	0.93%	31
2022 Q4	$2.76M	Sell	33,712 -24,233	-42%	-$1.98M	0.79%	44
2022 Q3	$3.54M	Sell	57,945 -22,730	-28%	-$1.39M	1.11%	29
2022 Q2	$5.64M	Sell	80,675 -12,618	-14%	-$882K	1.61%	12
2022 Q1	$7.72M	Buy	93,293 +5,408	+6%	+$447K	1.92%	11
2021 Q4	$7.66M	Buy	87,885 +14,237	+19%	+$1.24M	1.94%	9
2021 Q3	$6.42M	Buy	+73,648	New	+$6.42M	1.82%	11
2019 Q2	–	Sell	-21,676	Closed	-$1.16M	–	159
2019 Q1	$1.16M	Buy	+21,676	New	+$1.16M	0.47%	62
2016 Q4	–	Sell	-58,835	Closed	-$2.31M	–	242
2016 Q3	$2.31M	Sell	58,835 -1,405	-2%	-$55.2K	0.96%	30
2016 Q2	$2.47M	Sell	60,240 -190	-0.3%	-$7.78K	1.01%	29
2016 Q1	$2.47M	Buy	60,430 +8,642	+17%	+$354K	0.98%	27
2015 Q4	$1.89M	Sell	51,788 -14,773	-22%	-$540K	0.7%	37
2015 Q3	$2.4M	Buy	66,561 +21,636	+48%	+$781K	1.09%	19
2015 Q2	$1.81M	Buy	44,925 +36	+0.1%	+$1.45K	0.86%	29
2015 Q1	$1.94M	Buy	44,889 +4,161	+10%	+$180K	0.93%	27
2014 Q4	$1.83M	Sell	40,728 -4,926	-11%	-$222K	0.9%	27
2014 Q3	$1.75M	Buy	45,654 +3,952	+9%	+$151K	0.86%	34
2014 Q2	$1.69M	Sell	41,702 -778	-2%	-$31.5K	0.76%	34
2014 Q1	$1.74M	Sell	42,480 -2,661	-6%	-$109K	0.78%	32
2013 Q4	$1.73M	Sell	45,141 -53	-0.1%	-$2.03K	0.76%	33
2013 Q3	$1.5M	Buy	45,194 +911	+2%	+$30.2K	0.68%	41
2013 Q2	$1.36M	Buy	+44,283	New	+$1.36M	0.64%	42