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 |
|