Armbruster Capital Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $970K | Buy |
4,436
+9
| +0.2% | +$1.97K | 0.18% | 58 |
|
2025
Q1 | $619K | Sell |
4,427
-51
| -1% | -$7.13K | 0.12% | 71 |
|
2024
Q4 | $746K | Hold |
4,478
| – | – | 0.15% | 63 |
|
2024
Q3 | $763K | Sell |
4,478
-2,371
| -35% | -$404K | 0.15% | 66 |
|
2024
Q2 | $967K | Buy |
6,849
+269
| +4% | +$38K | 0.2% | 50 |
|
2024
Q1 | $827K | Sell |
6,580
-31
| -0.5% | -$3.89K | 0.18% | 52 |
|
2023
Q4 | $697K | Sell |
6,611
-220
| -3% | -$23.2K | 0.16% | 54 |
|
2023
Q3 | $724K | Hold |
6,831
| – | – | 0.18% | 51 |
|
2023
Q2 | $814K | Hold |
6,831
| – | – | 0.2% | 49 |
|
2023
Q1 | $635K | Sell |
6,831
-54
| -0.8% | -$5.02K | 0.16% | 53 |
|
2022
Q4 | $563K | Buy |
6,885
+85
| +1% | +$6.95K | 0.15% | 58 |
|
2022
Q3 | $415K | Hold |
6,800
| – | – | 0.12% | 75 |
|
2022
Q2 | $475K | Sell |
6,800
-125
| -2% | -$8.73K | 0.13% | 67 |
|
2022
Q1 | $573K | Buy |
6,925
+125
| +2% | +$10.3K | 0.14% | 65 |
|
2021
Q4 | $593K | Hold |
6,800
| – | – | 0.14% | 69 |
|
2021
Q3 | $592K | Hold |
6,800
| – | – | 0.17% | 45 |
|
2021
Q2 | $529K | Hold |
6,800
| – | – | 0.15% | 56 |
|
2021
Q1 | $477K | Hold |
6,800
| – | – | 0.14% | 53 |
|
2020
Q4 | $440K | Hold |
6,800
| – | – | 0.15% | 55 |
|
2020
Q3 | $406K | Hold |
6,800
| – | – | 0.16% | 53 |
|
2020
Q2 | $376K | Sell |
6,800
-150
| -2% | -$8.29K | 0.15% | 56 |
|
2020
Q1 | $336K | Buy |
6,950
+150
| +2% | +$7.25K | 0.16% | 54 |
|
2019
Q4 | $360K | Hold |
6,800
| – | – | 0.14% | 58 |
|
2019
Q3 | $374K | Hold |
6,800
| – | – | 0.16% | 57 |
|
2019
Q2 | $387K | Hold |
6,800
| – | – | 0.16% | 50 |
|
2019
Q1 | $365K | Buy |
+6,800
| New | +$365K | 0.16% | 53 |
|
2018
Q4 | – | Sell |
-4,400
| Closed | -$227K | – | 72 |
|
2018
Q3 | $227K | Buy |
+4,400
| New | +$227K | 0.1% | 70 |
|
2018
Q2 | – | Sell |
-4,400
| Closed | -$201K | – | 162 |
|
2018
Q1 | $201K | Hold |
4,400
| – | – | 0.09% | 65 |
|
2017
Q4 | $208K | Hold |
4,400
| – | – | 0.1% | 65 |
|
2017
Q3 | $213K | Hold |
4,400
| – | – | 0.11% | 60 |
|
2017
Q2 | $221K | Hold |
4,400
| – | – | 0.12% | 59 |
|
2017
Q1 | $196K | Sell |
4,400
-675
| -13% | -$30.1K | 0.11% | 61 |
|
2016
Q4 | $195K | Hold |
5,075
| – | – | 0.11% | 63 |
|
2016
Q3 | $199K | Hold |
5,075
| – | – | 0.12% | 64 |
|
2016
Q2 | $208K | Sell |
5,075
-145
| -3% | -$5.94K | 0.13% | 63 |
|
2016
Q1 | $214K | Buy |
5,220
+145
| +3% | +$5.94K | 0.15% | 61 |
|
2015
Q4 | $185K | Buy |
+5,075
| New | +$185K | 0.17% | 70 |
|