Annis Gardner Whiting Capital Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
7,163
+766
| +12% | +$167K | 0.54% | 33 |
|
|
2025
Q1 | $894K | Sell |
6,397
-3,738
| -37% | -$523K | 0.38% | 60 |
|
|
2024
Q4 | $1.69M | Buy |
10,135
+236
| +2% | +$39.3K | 0.47% | 41 |
|
|
2024
Q3 | $1.69M | Sell |
9,899
-2,426
| -20% | -$413K | 0.48% | 36 |
|
|
2024
Q2 | $1.74M | Buy |
12,325
+1,484
| +14% | +$210K | 0.49% | 31 |
|
|
2024
Q1 | $1.36M | Sell |
10,841
-758
| -7% | -$95.2K | 0.49% | 29 |
|
|
2023
Q4 | $1.22M | Buy |
11,599
+745
| +7% | +$78.5K | 0.54% | 30 |
|
|
2023
Q3 | $1.15M | Buy |
+10,854
| New | +$1.15M | 0.61% | 26 |
|