Ownership history in HOHIMER WEALTH MANAGEMENT, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which HOHIMER WEALTH MANAGEMENT, LLC reported a position in ORACLE CORP (ORCL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 815 | -24,655 | -96.8% | 0.03% | $229K | $280.01 |
| 2024 Q4 | ADDED | 25,470 | +163 | +0.6% | 0.80% | $4.2M | $164.56 |
| 2024 Q3 | ADDED | 25,307 | +431 | +1.7% | 0.93% | $4.3M | $167.90 |
| 2024 Q2 | REDUCED | 24,876 | -1,459 | -5.5% | 0.82% | $3.5M | $138.74 |
| 2024 Q1 | INITIATED | 26,335 | — | — | 0.78% | $3.3M | — |
As of 2025 Q4 — sorted by position size