3IP
3Chopt Investment Partners’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.16M | Sell |
9,881
-472
| -5% | -$103K | 0.52% | 49 |
|
2025
Q1 | $1.45M | Buy |
10,353
+157
| +2% | +$22K | 0.38% | 66 |
|
2024
Q4 | $1.7M | Buy |
10,196
+94
| +0.9% | +$15.7K | 0.58% | 49 |
|
2024
Q3 | $1.72M | Buy |
10,102
+45
| +0.4% | +$7.67K | 0.62% | 46 |
|
2024
Q2 | $1.42M | Buy |
+10,057
| New | +$1.42M | 0.43% | 53 |
|
2024
Q1 | – | Sell |
-9,533
| Closed | -$1.01M | – | 135 |
|
2023
Q4 | $1.01M | Buy |
+9,533
| New | +$1.01M | 0.37% | 69 |
|
2023
Q3 | – | Sell |
-8,789
| Closed | -$1.05M | – | 112 |
|
2023
Q2 | $1.05M | Sell |
8,789
-100
| -1% | -$11.9K | 0.52% | 54 |
|
2023
Q1 | $826K | Hold |
8,889
| – | – | 0.44% | 65 |
|
2022
Q4 | $727K | Buy |
+8,889
| New | +$727K | 0.4% | 63 |
|