AIFAIM
American Institute for Advanced Investment Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Hold |
2,488
| – | – | 0.38% | 69 |
|
|
2025
Q1 | $348K | Sell |
2,488
-117
| -4% | -$16.4K | 0.27% | 95 |
|
|
2024
Q4 | $434K | Sell |
2,605
-17
| -0.6% | -$2.83K | 0.32% | 81 |
|
|
2024
Q3 | $447K | Hold |
2,622
| – | – | 0.32% | 84 |
|
|
2024
Q2 | $370K | Hold |
2,622
| – | – | 0.28% | 89 |
|
|
2024
Q1 | $329K | Hold |
2,622
| – | – | 0.26% | 96 |
|
|
2023
Q4 | $276K | Hold |
2,622
| – | – | 0.24% | 94 |
|
|
2023
Q3 | $278K | Hold |
2,622
| – | – | 0.26% | 95 |
|
|
2023
Q2 | $312K | Buy |
+2,622
| New | +$312K | 0.27% | 89 |
|
|
2023
Q1 | – | Sell |
-2,622
| Closed | -$214K | – | 110 |
|
|
2022
Q4 | $214K | Buy |
+2,622
| New | +$214K | 0.2% | 99 |
|
|
2022
Q2 | – | Sell |
-2,622
| Closed | -$217K | – | 122 |
|
|
2022
Q1 | $217K | Buy |
2,622
+100
| +4% | +$8.28K | 0.16% | 107 |
|
|
2021
Q4 | $220K | Hold |
2,522
| – | – | 0.15% | 114 |
|
|
2021
Q3 | $220K | Buy |
+2,522
| New | +$220K | 0.16% | 112 |
|