American Trust’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Buy |
+1,460
| New | +$319K | 0.03% | 213 |
|
|
2025
Q1 | – | Sell |
-1,310
| Closed | -$218K | – | 241 |
|
|
2024
Q4 | $218K | Hold |
1,310
| – | – | 0.02% | 289 |
|
|
2024
Q3 | $223K | Buy |
+1,310
| New | +$223K | 0.02% | 238 |
|
|
2023
Q1 | – | Sell |
-8,174
| Closed | -$668K | – | 475 |
|
|
2022
Q4 | $668K | Sell |
8,174
-8,784
| -52% | -$718K | 0.06% | 170 |
|
|
2022
Q3 | $1.04M | Buy |
16,958
+1,650
| +11% | +$101K | 0.09% | 117 |
|
|
2022
Q2 | $1.07M | Buy |
15,308
+1,215
| +9% | +$84.9K | 0.09% | 122 |
|
|
2022
Q1 | $1.17M | Sell |
14,093
-1,225
| -8% | -$101K | 0.08% | 136 |
|
|
2021
Q4 | $1.34M | Buy |
+15,318
| New | +$1.34M | 0.1% | 87 |
|