Appleton Partners’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 | $1.02M | Sell |
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|
2025
Q1 | $762K | Sell |
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|
2024
Q4 | $987K | Buy |
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|
2024
Q3 | $765K | Sell |
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|
2024
Q2 | $894K | Sell |
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|
2024
Q1 | $850K | Sell |
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|
2023
Q4 | $977K | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $901K | Buy |
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|
2022
Q4 | $695K | Buy |
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|
2022
Q3 | $484K | Hold |
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|
2022
Q2 | $553K | Buy |
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|
2022
Q1 | $635K | Sell |
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|
2021
Q4 | $728K | Buy |
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|
2021
Q3 | $513K | Buy |
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|
2021
Q2 | $439K | Sell |
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|
2021
Q1 | $401K | Buy |
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|
2020
Q4 | $225K | Sell |
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|
2020
Q3 | $259K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $262K | Sell |
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|
2019
Q3 | $300K | Sell |
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|
2019
Q2 | $351K | Buy |
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|
2019
Q1 | $322K | Buy |
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|
2018
Q4 | $267K | Sell |
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|
2018
Q3 | $307K | Sell |
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|
2018
Q2 | $312K | Buy |
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|
2018
Q1 | $299K | Buy |
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|
2017
Q4 | $302K | Buy |
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|
2017
Q3 | $307K | Buy |
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|
2017
Q2 | $302K | Sell |
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|
2017
Q1 | $286K | Sell |
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|
2016
Q4 | $261K | Buy |
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|
2016
Q3 | $257K | Buy |
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|
2016
Q2 | $257K | Sell |
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|
2016
Q1 | $289K | Sell |
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|
2015
Q4 | $345K | Buy |
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|
2015
Q3 | $301K | Buy |
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|
2015
Q2 | $248K | Sell |
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|
2015
Q1 | $361K | Sell |
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|
2014
Q4 | $415K | Sell |
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|
2014
Q3 | $361K | Buy |
|