AIM
Athena Investment Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Hold |
2,319
| – | – | 0.28% | 86 |
|
|
2025
Q1 | $324K | Sell |
2,319
-19
| -0.8% | -$2.66K | 0.2% | 109 |
|
|
2024
Q4 | $390K | Sell |
2,338
-151
| -6% | -$25.2K | 0.23% | 102 |
|
|
2024
Q3 | $424K | Sell |
2,489
-100
| -4% | -$17K | 0.24% | 98 |
|
|
2024
Q2 | $366K | Sell |
2,589
-92
| -3% | -$13K | 0.22% | 107 |
|
|
2024
Q1 | $337K | Hold |
2,681
| – | – | 0.2% | 109 |
|
|
2023
Q4 | $283K | Buy |
2,681
+8
| +0.3% | +$843 | 0.18% | 116 |
|
|
2023
Q3 | $283K | Hold |
2,673
| – | – | 0.2% | 110 |
|
|
2023
Q2 | $318K | Sell |
2,673
-175
| -6% | -$20.8K | 0.22% | 105 |
|
|
2023
Q1 | $265K | Buy |
2,848
+154
| +6% | +$14.3K | 0.19% | 115 |
|
|
2022
Q4 | $220K | Buy |
+2,694
| New | +$220K | 0.16% | 128 |
|
|
2022
Q2 | – | Sell |
-2,435
| Closed | -$200K | – | 136 |
|
|
2022
Q1 | $200K | Buy |
+2,435
| New | +$200K | 0.16% | 116 |
|