Ownership history in Winch Advisory Services, LLC · 35 quarters on record
This page tracks every 13F SEC filing in which Winch Advisory Services, 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 Q4 | REDUCED | 24,502 | -7,725 | -24.0% | 0.86% | $3.9M | $194.40 |
| 2025 Q3 | ADDED | 32,227 | +32,042 | +17320.0% | 0.94% | $4.2M | $280.01 |
| 2025 Q2 | ADDED | 185 | +1 | +0.5% | 0.01% | $40K | $217.21 |
| 2025 Q1 | UNCHANGED | 184 | — | 0% | 0.01% | $26K | $138.41 |
| 2024 Q4 | ADDED | 184 | +87 | +89.7% | 0.01% | $31K | $164.56 |
| 2024 Q3 | UNCHANGED | 97 | — | 0% | 0.00% | $17K | $167.90 |
| 2024 Q2 | UNCHANGED | 97 | — | 0% | 0.00% | $14K | $138.74 |
| 2024 Q1 | ADDED | 97 | +1 | +1.0% | 0.00% | $12K | $123.02 |
| 2023 Q4 | ADDED | 96 | +80 | +500.0% | 0.00% | $10K | $102.86 |
| 2023 Q3 | UNCHANGED | 16 | — | 0% | 0.00% | $2K | $102.96 |
As of 2025 Q4 — sorted by position size