AIM
Aspen Investment Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Hold |
2,989
| – | – | 0.27% | 86 |
|
|
2025
Q1 | $418K | Buy |
2,989
+16
| +0.5% | +$2.24K | 0.19% | 112 |
|
|
2024
Q4 | $495K | Sell |
2,973
-100
| -3% | -$16.7K | 0.23% | 100 |
|
|
2024
Q3 | $524K | Buy |
3,073
+1
| +0% | +$171 | 0.24% | 96 |
|
|
2024
Q2 | $434K | Hold |
3,072
| – | – | 0.22% | 106 |
|
|
2024
Q1 | $386K | Sell |
3,072
-507
| -14% | -$63.7K | 0.2% | 120 |
|
|
2023
Q4 | $377K | Sell |
3,579
-4,578
| -56% | -$482K | 0.21% | 106 |
|
|
2023
Q3 | $863K | Sell |
8,157
-110
| -1% | -$11.6K | 0.52% | 58 |
|
|
2023
Q2 | $985K | Buy |
8,267
+2,085
| +34% | +$248K | 0.59% | 54 |
|
|
2023
Q1 | $574K | Buy |
6,182
+2,505
| +68% | +$233K | 0.37% | 76 |
|
|
2022
Q4 | $301K | Sell |
3,677
-1,250
| -25% | -$102K | 0.2% | 107 |
|
|
2022
Q3 | $301K | Sell |
4,927
-120
| -2% | -$7.33K | 0.2% | 110 |
|
|
2022
Q2 | $353K | Sell |
5,047
-150
| -3% | -$10.5K | 0.22% | 110 |
|
|
2022
Q1 | $430K | Sell |
5,197
-5,490
| -51% | -$454K | 0.23% | 108 |
|
|
2021
Q4 | $932K | Buy |
10,687
+15
| +0.1% | +$1.31K | 0.46% | 74 |
|
|
2021
Q3 | $930K | Buy |
10,672
+5,475
| +105% | +$477K | 0.49% | 70 |
|
|
2021
Q2 | $405K | Hold |
5,197
| – | – | 0.21% | 107 |
|
|
2021
Q1 | $365K | Sell |
5,197
-1
| -0% | -$70 | 0.2% | 104 |
|
|
2020
Q4 | $336K | Hold |
5,198
| – | – | 0.2% | 104 |
|
|
2020
Q3 | $310K | Buy |
5,198
+1
| +0% | +$60 | 0.21% | 97 |
|
|
2020
Q2 | $287K | Sell |
5,197
-100
| -2% | -$5.52K | 0.21% | 95 |
|
|
2020
Q1 | $256K | Sell |
5,297
-1,100
| -17% | -$53.2K | 0.22% | 88 |
|
|
2019
Q4 | $339K | Sell |
6,397
-1,100
| -15% | -$58.3K | 0.21% | 96 |
|
|
2019
Q3 | $413K | Sell |
7,497
-600
| -7% | -$33.1K | 0.28% | 92 |
|
|
2019
Q2 | $461K | Hold |
8,097
| – | – | 0.3% | 93 |
|
|
2019
Q1 | $435K | Sell |
8,097
-117
| -1% | -$6.29K | 0.3% | 92 |
|
|
2018
Q4 | $371K | Buy |
8,214
+600
| +8% | +$27.1K | 0.3% | 89 |
|
|
2018
Q3 | $393K | Hold |
7,614
| – | – | 0.26% | 101 |
|
|
2018
Q2 | $335K | Sell |
7,614
-150
| -2% | -$6.6K | 0.23% | 109 |
|
|
2018
Q1 | $355K | Sell |
7,764
-1,250
| -14% | -$57.2K | 0.25% | 104 |
|
|
2017
Q4 | $426K | Hold |
9,014
| – | – | 0.3% | 95 |
|
|
2017
Q3 | $436K | Hold |
9,014
| – | – | 0.32% | 89 |
|
|
2017
Q2 | $452K | Hold |
9,014
| – | – | 0.34% | 82 |
|
|
2017
Q1 | $402K | Sell |
9,014
-245
| -3% | -$10.9K | 0.3% | 88 |
|
|
2016
Q4 | $356K | Hold |
9,259
| – | – | 0.27% | 85 |
|
|
2016
Q3 | $364K | Buy |
9,259
+2,050
| +28% | +$80.6K | 0.29% | 81 |
|
|
2016
Q2 | $295K | Sell |
7,209
-161
| -2% | -$6.59K | 0.24% | 94 |
|
|
2016
Q1 | $302K | Hold |
7,370
| – | – | 0.28% | 86 |
|
|
2015
Q4 | $269K | Buy |
7,370
+61
| +0.8% | +$2.23K | 0.27% | 98 |
|
|
2015
Q3 | $264K | Sell |
7,309
-1,093
| -13% | -$39.5K | 0.26% | 93 |
|
|
2015
Q2 | $339K | Hold |
8,402
| – | – | 0.28% | 85 |
|
|
2015
Q1 | $363K | Hold |
8,402
| – | – | 0.29% | 81 |
|
|
2014
Q4 | $378K | Sell |
8,402
-200
| -2% | -$9K | 0.32% | 79 |
|
|
2014
Q3 | $329K | Hold |
8,602
| – | – | 0.28% | 91 |
|
|
2014
Q2 | $349K | Sell |
8,602
-2,500
| -23% | -$101K | 0.21% | 99 |
|
|
2014
Q1 | $454K | Sell |
11,102
-45
| -0.4% | -$1.84K | 0.29% | 86 |
|
|
2013
Q4 | $426K | Sell |
11,147
-180
| -2% | -$6.88K | 0.28% | 92 |
|
|
2013
Q3 | $376K | Hold |
11,327
| – | – | 0.27% | 89 |
|
|
2013
Q2 | $348K | Buy |
+11,327
| New | +$348K | 0.24% | 89 |
|