1620 Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $710K | Buy |
3,245
+74
| +2% | +$16.2K | 0.5% | 55 |
|
|
2025
Q1 | $443K | Buy |
3,171
+123
| +4% | +$17.2K | 0.34% | 96 |
|
|
2024
Q4 | $508K | Buy |
3,048
+1,419
| +87% | +$236K | 0.38% | 81 |
|
|
2024
Q3 | $278K | Sell |
1,629
-514
| -24% | -$87.6K | 0.2% | 137 |
|
|
2024
Q2 | $303K | Buy |
2,143
+2,068
| +2,757% | +$292K | 0.23% | 124 |
|
|
2024
Q1 | $213K | Buy |
+75
| New | +$213K | 0.21% | 131 |
|
|
2023
Q4 | – | Sell |
-1,991
| Closed | -$211K | – | 149 |
|
|
2023
Q3 | $211K | Buy |
1,991
+14
| +0.7% | +$1.48K | 0.24% | 127 |
|
|
2023
Q2 | $235K | Buy |
+1,977
| New | +$235K | 0.26% | 120 |
|