Ownership history in IBEX WEALTH ADVISORS · 19 quarters on record
This page tracks every 13F SEC filing in which IBEX WEALTH ADVISORS 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 | ADDED | 22,304 | +20,207 | +963.6% | 0.60% | $6.3M | $280.01 |
| 2025 Q2 | REDUCED | 2,097 | -6,024 | -74.2% | 0.05% | $458K | $217.21 |
| 2024 Q4 | REDUCED | 8,121 | -10,449 | -56.3% | 0.16% | $1.4M | $164.56 |
| 2024 Q3 | REDUCED | 18,570 | -27,544 | -59.7% | 0.18% | $666K | $167.90 |
| 2024 Q2 | ADDED | 46,114 | +46,107 | +658671.4% | 1.02% | $6.5M | $138.74 |
| 2023 Q4 | REDUCED | 7 | -17,349 | -100.0% | 0.16% | $759 | $102.86 |
| 2023 Q3 | ADDED | 17,356 | +2,199 | +14.5% | 0.47% | $1.8M | $102.96 |
| 2023 Q1 | REDUCED | 15,157 | -4,873 | -24.3% | 0.37% | $1.4M | $89.63 |
| 2021 Q4 | ADDED | 20,030 | +1,486 | +8.0% | 0.31% | $1.7M | $82.38 |
| 2021 Q3 | ADDED | 18,544 | +954 | +5.4% | 0.31% | $1.6M | $82.02 |
As of 2025 Q4 — sorted by position size