American Institute for Advanced Investment Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$544K Hold
2025
Q1
$348K Sell
2024
Q4
$434K Sell
2024
Q3
$447K Hold
2024
Q2
$370K Hold
2024
Q1
$329K Hold
2023
Q4
$276K Hold
2023
Q3
$278K Hold
2023
Q2
$312K Buy
2023
Q1
Sell
2022
Q4
$214K Buy
2022
Q2
Sell
2022
Q1
$217K Buy
2021
Q4
$220K Hold
2021
Q3
$220K Buy