YIA
YHB Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Sell |
67,411
-994
| -1% | -$217K | 1.14% | 19 |
|
|
2025
Q1 | $9.56M | Sell |
68,405
-1,499
| -2% | -$210K | 0.8% | 32 |
|
|
2024
Q4 | $11.6M | Sell |
69,904
-3,077
| -4% | -$513K | 0.96% | 25 |
|
|
2024
Q3 | $12.4M | Sell |
72,981
-783
| -1% | -$133K | 1.03% | 25 |
|
|
2024
Q2 | $10.4M | Sell |
73,764
-684
| -0.9% | -$96.6K | 0.9% | 26 |
|
|
2024
Q1 | $9.35M | Sell |
74,448
-1,824
| -2% | -$229K | 0.83% | 28 |
|
|
2023
Q4 | $8.04M | Sell |
76,272
-7,373
| -9% | -$777K | 0.78% | 34 |
|
|
2023
Q3 | $8.86M | Sell |
83,645
-338
| -0.4% | -$35.8K | 0.82% | 32 |
|
|
2023
Q2 | $10M | Sell |
83,983
-2,298
| -3% | -$274K | 0.93% | 27 |
|
|
2023
Q1 | $8.02M | Sell |
86,281
-855
| -1% | -$79.4K | 0.8% | 31 |
|
|
2022
Q4 | $7.12M | Sell |
87,136
-4,076
| -4% | -$333K | 0.76% | 39 |
|
|
2022
Q3 | $5.57M | Sell |
91,212
-479
| -0.5% | -$29.3K | 0.62% | 44 |
|
|
2022
Q2 | $6.41M | Sell |
91,691
-1,255
| -1% | -$87.7K | 0.68% | 41 |
|
|
2022
Q1 | $7.69M | Sell |
92,946
-7,406
| -7% | -$613K | 0.68% | 43 |
|
|
2021
Q4 | $8.75M | Buy |
100,352
+376
| +0.4% | +$32.8K | 0.69% | 39 |
|
|
2021
Q3 | $8.71M | Sell |
99,976
-910
| -0.9% | -$79.3K | 0.75% | 34 |
|
|
2021
Q2 | $7.85M | Buy |
100,886
+2
| +0% | +$156 | 0.67% | 41 |
|
|
2021
Q1 | $7.97M | Sell |
100,884
-2,108
| -2% | -$166K | 0.69% | 41 |
|
|
2020
Q4 | $6.66M | Sell |
102,992
-67
| -0.1% | -$4.34K | 0.63% | 43 |
|
|
2020
Q3 | $6.15M | Sell |
103,059
-15,235
| -13% | -$910K | 0.67% | 39 |
|
|
2020
Q2 | $6.54M | Sell |
118,294
-10,084
| -8% | -$557K | 0.94% | 32 |
|
|
2020
Q1 | $6.2M | Sell |
128,378
-21,974
| -15% | -$1.06M | 1.07% | 30 |
|
|
2019
Q4 | $7.97M | Sell |
150,352
-1,432
| -0.9% | -$75.9K | 1.14% | 28 |
|
|
2019
Q3 | $8.35M | Sell |
151,784
-9,094
| -6% | -$500K | 1.27% | 23 |
|
|
2019
Q2 | $9.17M | Sell |
160,878
-24,675
| -13% | -$1.41M | 1.46% | 18 |
|
|
2019
Q1 | $9.97M | Sell |
185,553
-3,504
| -2% | -$188K | 1.56% | 17 |
|
|
2018
Q4 | $8.54M | Sell |
189,057
-42,273
| -18% | -$1.91M | 1.53% | 17 |
|
|
2018
Q3 | $11.9M | Sell |
231,330
-29,660
| -11% | -$1.53M | 1.8% | 12 |
|
|
2018
Q2 | $11.5M | Sell |
260,990
-13,768
| -5% | -$607K | 1.88% | 10 |
|
|
2018
Q1 | $12.6M | Buy |
274,758
+124
| +0% | +$5.67K | 2.13% | 8 |
|
|
2017
Q4 | $13M | Sell |
274,634
-508
| -0.2% | -$24K | 2.21% | 9 |
|
|
2017
Q3 | $13.3M | Buy |
275,142
+54,546
| +25% | +$2.64M | 2.38% | 7 |
|
|
2017
Q2 | $11.1M | Sell |
220,596
-65,110
| -23% | -$3.26M | 1.9% | 9 |
|
|
2017
Q1 | $12.8M | Sell |
285,706
-468
| -0.2% | -$21K | 2.47% | 8 |
|
|
2016
Q4 | $11M | Buy |
286,174
+79,168
| +38% | +$3.04M | 2.29% | 8 |
|
|
2016
Q3 | $8.13M | Sell |
207,006
-77,062
| -27% | -$3.03M | 1.96% | 11 |
|
|
2016
Q2 | $11.6M | Buy |
284,068
+109,350
| +63% | +$4.48M | 2.56% | 7 |
|
|
2016
Q1 | $7.15M | Sell |
174,718
-111,598
| -39% | -$4.57M | 1.93% | 16 |
|
|
2015
Q4 | $10.5M | Buy |
286,316
+6,700
| +2% | +$245K | 2.37% | 7 |
|
|
2015
Q3 | $10.1M | Buy |
279,616
+540
| +0.2% | +$19.5K | 2.39% | 8 |
|
|
2015
Q2 | $11.2M | Buy |
279,076
+8,049
| +3% | +$324K | 2.45% | 8 |
|
|
2015
Q1 | $11.7M | Sell |
271,027
-2,255
| -0.8% | -$97.3K | 2.62% | 5 |
|
|
2014
Q4 | $12.3M | Buy |
273,282
+4,228
| +2% | +$190K | 2.81% | 4 |
|
|
2014
Q3 | $10.3M | Buy |
269,054
+375
| +0.1% | +$14.4K | 2.47% | 8 |
|
|
2014
Q2 | $10.9M | Buy |
268,679
+192
| +0.1% | +$7.78K | 2.63% | 5 |
|
|
2014
Q1 | $11M | Buy |
268,487
+16,498
| +7% | +$675K | 2.79% | 4 |
|
|
2013
Q4 | $9.64M | Buy |
251,989
+9,799
| +4% | +$375K | 2.59% | 5 |
|
|
2013
Q3 | $8.03M | Buy |
242,190
+27,720
| +13% | +$919K | 2.38% | 6 |
|
|
2013
Q2 | $6.59M | Buy |
+214,470
| New | +$6.59M | 2.05% | 9 |
|