AIA
AIMZ Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.01M | Sell |
13,753
-800
| -5% | -$175K | 1.01% | 33 |
|
|
2025
Q1 | $2.03M | Buy |
14,553
+350
| +2% | +$48.9K | 0.71% | 47 |
|
|
2024
Q4 | $2.37M | Sell |
14,203
-200
| -1% | -$33.3K | 0.82% | 38 |
|
|
2024
Q3 | $2.45M | Sell |
14,403
-374
| -3% | -$63.7K | 0.84% | 37 |
|
|
2024
Q2 | $2.09M | Sell |
14,777
-1,046
| -7% | -$148K | 0.75% | 42 |
|
|
2024
Q1 | $1.99M | Sell |
15,823
-200
| -1% | -$25.1K | 0.74% | 43 |
|
|
2023
Q4 | $1.69M | Hold |
16,023
| – | – | 0.68% | 47 |
|
|
2023
Q3 | $1.7M | Hold |
16,023
| – | – | 0.75% | 44 |
|
|
2023
Q2 | $1.91M | Sell |
16,023
-600
| -4% | -$71.5K | 0.82% | 42 |
|
|
2023
Q1 | $1.54M | Sell |
16,623
-100
| -0.6% | -$9.29K | 0.69% | 48 |
|
|
2022
Q4 | $1.37M | Sell |
16,723
-250
| -1% | -$20.4K | 0.65% | 52 |
|
|
2022
Q3 | $1.04M | Sell |
16,973
-400
| -2% | -$24.4K | 0.52% | 60 |
|
|
2022
Q2 | $1.21M | Hold |
17,373
| – | – | 0.58% | 55 |
|
|
2022
Q1 | $1.44M | Hold |
17,373
| – | – | 0.59% | 57 |
|
|
2021
Q4 | $1.52M | Sell |
17,373
-200
| -1% | -$17.4K | 0.59% | 58 |
|
|
2021
Q3 | $1.53M | Sell |
17,573
-50
| -0.3% | -$4.36K | 0.69% | 48 |
|
|
2021
Q2 | $1.37M | Sell |
17,623
-36
| -0.2% | -$2.8K | 0.62% | 53 |
|
|
2021
Q1 | $1.24M | Hold |
17,659
| – | – | 0.61% | 54 |
|
|
2020
Q4 | $1.14M | Hold |
17,659
| – | – | 0.6% | 52 |
|
|
2020
Q3 | $1.05M | Hold |
17,659
| – | – | 0.63% | 49 |
|
|
2020
Q2 | $976K | Sell |
17,659
-200
| -1% | -$11.1K | 0.63% | 46 |
|
|
2020
Q1 | $863K | Sell |
17,859
-300
| -2% | -$14.5K | 0.67% | 48 |
|
|
2019
Q4 | $962K | Sell |
18,159
-500
| -3% | -$26.5K | 0.62% | 54 |
|
|
2019
Q3 | $1.03M | Sell |
18,659
-242
| -1% | -$13.3K | 0.71% | 54 |
|
|
2019
Q2 | $1.08M | Sell |
18,901
-100
| -0.5% | -$5.7K | 0.74% | 54 |
|
|
2019
Q1 | $1.02M | Hold |
19,001
| – | – | 0.7% | 54 |
|
|
2018
Q4 | $858K | Sell |
19,001
-600
| -3% | -$27.1K | 0.66% | 53 |
|
|
2018
Q3 | $1.01M | Sell |
19,601
-225
| -1% | -$11.6K | 0.65% | 52 |
|
|
2018
Q2 | $874K | Hold |
19,826
| – | – | 0.62% | 55 |
|
|
2018
Q1 | $907K | Hold |
19,826
| – | – | 0.66% | 54 |
|
|
2017
Q4 | $937K | Hold |
19,826
| – | – | 0.7% | 52 |
|
|
2017
Q3 | $959K | Hold |
19,826
| – | – | 0.79% | 50 |
|
|
2017
Q2 | $994K | Hold |
19,826
| – | – | 0.84% | 47 |
|
|
2017
Q1 | $884K | Hold |
19,826
| – | – | 0.75% | 51 |
|
|
2016
Q4 | $762K | Sell |
19,826
-100
| -0.5% | -$3.84K | 0.68% | 52 |
|
|
2016
Q3 | $783K | Hold |
19,926
| – | – | 0.7% | 51 |
|
|
2016
Q2 | $816K | Sell |
19,926
-20,024
| -50% | -$820K | 0.75% | 51 |
|
|
2016
Q1 | $1.68M | Buy |
39,950
+20,076
| +101% | +$843K | 0.74% | 51 |
|
|
2015
Q4 | $726K | Hold |
19,874
| – | – | 0.66% | 54 |
|
|
2015
Q3 | $718K | Hold |
19,874
| – | – | 0.66% | 55 |
|
|
2015
Q2 | $801K | Buy |
19,874
+100
| +0.5% | +$4.03K | 0.7% | 54 |
|
|
2015
Q1 | $853K | Buy |
19,774
+1,650
| +9% | +$71.2K | 0.73% | 48 |
|
|
2014
Q4 | $815K | Buy |
+18,124
| New | +$815K | 0.73% | 49 |
|