Appleton Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
4,656
-795
| -15% | -$174K | 0.07% | 137 |
|
|
2025
Q1 | $762K | Sell |
5,451
-472
| -8% | -$66K | 0.06% | 150 |
|
|
2024
Q4 | $987K | Buy |
5,923
+1,434
| +32% | +$239K | 0.07% | 133 |
|
|
2024
Q3 | $765K | Sell |
4,489
-1,840
| -29% | -$314K | 0.06% | 146 |
|
|
2024
Q2 | $894K | Sell |
6,329
-434
| -6% | -$61.3K | 0.07% | 137 |
|
|
2024
Q1 | $850K | Sell |
6,763
-2,505
| -27% | -$315K | 0.07% | 144 |
|
|
2023
Q4 | $977K | Sell |
9,268
-325
| -3% | -$34.3K | 0.08% | 138 |
|
|
2023
Q3 | $1.02M | Sell |
9,593
-265
| -3% | -$28.1K | 0.09% | 129 |
|
|
2023
Q2 | $1.17M | Buy |
9,858
+162
| +2% | +$19.3K | 0.1% | 133 |
|
|
2023
Q1 | $901K | Buy |
9,696
+1,198
| +14% | +$111K | 0.08% | 161 |
|
|
2022
Q4 | $695K | Buy |
8,498
+579
| +7% | +$47.4K | 0.07% | 175 |
|
|
2022
Q3 | $484K | Hold |
7,919
| – | – | 0.05% | 200 |
|
|
2022
Q2 | $553K | Buy |
7,919
+248
| +3% | +$17.3K | 0.05% | 190 |
|
|
2022
Q1 | $635K | Sell |
7,671
-674
| -8% | -$55.8K | 0.05% | 191 |
|
|
2021
Q4 | $728K | Buy |
8,345
+2,456
| +42% | +$214K | 0.05% | 183 |
|
|
2021
Q3 | $513K | Buy |
5,889
+248
| +4% | +$21.6K | 0.04% | 201 |
|
|
2021
Q2 | $439K | Sell |
5,641
-69
| -1% | -$5.37K | 0.04% | 205 |
|
|
2021
Q1 | $401K | Buy |
5,710
+2,236
| +64% | +$157K | 0.04% | 208 |
|
|
2020
Q4 | $225K | Sell |
3,474
-866
| -20% | -$56.1K | 0.02% | 261 |
|
|
2020
Q3 | $259K | Buy |
+4,340
| New | +$259K | 0.03% | 239 |
|
|
2020
Q1 | – | Sell |
-4,951
| Closed | -$262K | – | 280 |
|
|
2019
Q4 | $262K | Sell |
4,951
-500
| -9% | -$26.5K | 0.03% | 262 |
|
|
2019
Q3 | $300K | Sell |
5,451
-719
| -12% | -$39.6K | 0.04% | 236 |
|
|
2019
Q2 | $351K | Buy |
6,170
+173
| +3% | +$9.84K | 0.04% | 215 |
|
|
2019
Q1 | $322K | Buy |
5,997
+90
| +2% | +$4.83K | 0.04% | 215 |
|
|
2018
Q4 | $267K | Sell |
5,907
-38
| -0.6% | -$1.72K | 0.04% | 225 |
|
|
2018
Q3 | $307K | Sell |
5,945
-1,127
| -16% | -$58.2K | 0.04% | 219 |
|
|
2018
Q2 | $312K | Buy |
7,072
+546
| +8% | +$24.1K | 0.04% | 217 |
|
|
2018
Q1 | $299K | Buy |
6,526
+134
| +2% | +$6.14K | 0.05% | 217 |
|
|
2017
Q4 | $302K | Buy |
6,392
+46
| +0.7% | +$2.17K | 0.05% | 217 |
|
|
2017
Q3 | $307K | Buy |
6,346
+316
| +5% | +$15.3K | 0.05% | 197 |
|
|
2017
Q2 | $302K | Sell |
6,030
-376
| -6% | -$18.8K | 0.05% | 200 |
|
|
2017
Q1 | $286K | Sell |
6,406
-370
| -5% | -$16.5K | 0.05% | 197 |
|
|
2016
Q4 | $261K | Buy |
6,776
+234
| +4% | +$9.01K | 0.05% | 186 |
|
|
2016
Q3 | $257K | Buy |
6,542
+253
| +4% | +$9.94K | 0.05% | 188 |
|
|
2016
Q2 | $257K | Sell |
6,289
-770
| -11% | -$31.5K | 0.05% | 187 |
|
|
2016
Q1 | $289K | Sell |
7,059
-2,390
| -25% | -$97.8K | 0.06% | 179 |
|
|
2015
Q4 | $345K | Buy |
9,449
+1,127
| +14% | +$41.1K | 0.07% | 177 |
|
|
2015
Q3 | $301K | Buy |
8,322
+2,177
| +35% | +$78.7K | 0.07% | 169 |
|
|
2015
Q2 | $248K | Sell |
6,145
-2,215
| -26% | -$89.4K | 0.06% | 164 |
|
|
2015
Q1 | $361K | Sell |
8,360
-875
| -9% | -$37.8K | 0.08% | 144 |
|
|
2014
Q4 | $415K | Sell |
9,235
-200
| -2% | -$8.99K | 0.1% | 131 |
|
|
2014
Q3 | $361K | Buy |
+9,435
| New | +$361K | 0.08% | 131 |
|