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Wambolt & Associates, LLC

SEC CIK
0001755723
Latest filing
Aug 13, 2025

ORCL holding history

Oracle Corp in every 13F filed by Wambolt & Associates, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ORCL overviewAll 13F holders of ORCLFull Q2 2025 holdings

Shares (Q2 2025)
3,765
Value
$824.5K
% of portfolio
0.3%
Quarters held
18
Since Q1 2021
Holdings of ORCL by Wambolt & Associates, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20253,765$824.5K0.3%+299+8.6%AddedHolders
Q1 20253,466$492.0K0.2%−27−0.8%ReducedHolders
Q4 20243,493$582.2K0.2%−918−20.8%ReducedHolders
Q3 20244,411$737.3K0.2%+7+0.2%AddedHolders
Q2 20244,404$630.1K0.2%+8+0.2%AddedHolders
Q1 20244,396$551.6K0.2%+325+8.0%AddedHolders
Q4 20234,071$429.2K0.1%−172−4.1%ReducedHolders
Q3 20234,243$452.8K0.2%+531+14.3%AddedHolders
Q2 20233,712$442.1K0.2%−322−8.0%ReducedHolders
Q1 20234,034$378.9K0.1%−1,820−31.1%ReducedHolders
Q4 20225,854$478.5K0.2%−799−12.0%ReducedHolders
Q3 20226,653$406.0K0.2%−68−1.0%ReducedHolders
Q2 20226,721$470.0K0.2%+9+0.1%AddedHolders
Q1 20226,712$550.0K0.2%+84+1.3%AddedHolders
Q4 20216,628$578.0K0.2%−227−3.3%ReducedHolders
Q3 20216,855$615.0K0.2%+8+0.1%AddedHolders
Q2 20216,847$545.0K0.2%+609+9.8%AddedHolders
Q1 20216,238$448.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.