Almanack Investment Partners’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$406K Buy
1,855
+70
+4% +$15.3K 0.06% 136
2025
Q1
$250K Sell
1,785
-249
-12% -$34.8K 0.05% 129
2024
Q4
$339K Hold
2,034
0.05% 132
2024
Q3
$347K Buy
2,034
+250
+14% +$42.6K 0.05% 135
2024
Q2
$252K Buy
1,784
+40
+2% +$5.65K 0.04% 157
2024
Q1
$219K Buy
+1,744
New +$219K 0.04% 164
2023
Q3
Sell
-4,490
Closed -$535K 177
2023
Q2
$535K Sell
4,490
-6
-0.1% -$715 0.09% 90
2023
Q1
$418K Sell
4,496
-100
-2% -$9.29K 0.08% 102
2022
Q4
$376K Buy
+4,596
New +$376K 0.08% 102
2022
Q3
Sell
-5,630
Closed -$393K 863
2022
Q2
$393K Buy
5,630
+114
+2% +$7.96K 0.04% 275
2022
Q1
$456K Buy
5,516
+1,003
+22% +$82.9K 0.04% 273
2021
Q4
$394K Buy
4,513
+20
+0.4% +$1.75K 0.03% 308
2021
Q3
$391K Buy
4,493
+391
+10% +$34K 0.03% 303
2021
Q2
$319K Sell
4,102
-986
-19% -$76.7K 0.03% 312
2021
Q1
$357K Buy
5,088
+112
+2% +$7.86K 0.04% 293
2020
Q4
$322K Buy
4,976
+620
+14% +$40.1K 0.04% 279
2020
Q3
$247K Buy
+4,356
New +$247K 0.03% 335