Atwood & Palmer’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Sell |
3,364
-269
| -7% | -$58.8K | 0.05% | 99 |
|
|
2025
Q1 | $508K | Buy |
3,633
+270
| +8% | +$37.7K | 0.04% | 109 |
|
|
2024
Q4 | $560K | Hold |
3,363
| – | – | 0.04% | 106 |
|
|
2024
Q3 | $573K | Hold |
3,363
| – | – | 0.04% | 104 |
|
|
2024
Q2 | $475K | Sell |
3,363
-220
| -6% | -$31.1K | 0.04% | 108 |
|
|
2024
Q1 | $450K | Buy |
3,583
+220
| +7% | +$27.6K | 0.03% | 111 |
|
|
2023
Q4 | $355K | Hold |
3,363
| – | – | 0.03% | 126 |
|
|
2023
Q3 | $356K | Hold |
3,363
| – | – | 0.03% | 117 |
|
|
2023
Q2 | $401K | Buy |
3,363
+31
| +0.9% | +$3.69K | 0.04% | 115 |
|
|
2023
Q1 | $310K | Sell |
3,332
-7,500
| -69% | -$697K | 0.03% | 116 |
|
|
2022
Q4 | $885K | Hold |
10,832
| – | – | 0.08% | 94 |
|
|
2022
Q3 | $662K | Hold |
10,832
| – | – | 0.07% | 97 |
|
|
2022
Q2 | $757K | Sell |
10,832
-74
| -0.7% | -$5.17K | 0.07% | 87 |
|
|
2022
Q1 | $902K | Hold |
10,906
| – | – | 0.08% | 84 |
|
|
2021
Q4 | $951K | Hold |
10,906
| – | – | 0.08% | 85 |
|
|
2021
Q3 | $950K | Hold |
10,906
| – | – | 0.08% | 80 |
|
|
2021
Q2 | $849K | Hold |
10,906
| – | – | 0.08% | 85 |
|
|
2021
Q1 | $765K | Buy |
10,906
+74
| +0.7% | +$5.19K | 0.07% | 85 |
|
|
2020
Q4 | $701K | Buy |
10,832
+432
| +4% | +$28K | 0.08% | 86 |
|
|
2020
Q3 | $621K | Hold |
10,400
| – | – | 0.08% | 80 |
|
|
2020
Q2 | $575K | Hold |
10,400
| – | – | 0.08% | 80 |
|
|
2020
Q1 | $503K | Hold |
10,400
| – | – | 0.08% | 82 |
|
|
2019
Q4 | $551K | Sell |
10,400
-2,000
| -16% | -$106K | 0.07% | 83 |
|
|
2019
Q3 | $682K | Sell |
12,400
-200
| -2% | -$11K | 0.09% | 76 |
|
|
2019
Q2 | $718K | Hold |
12,600
| – | – | 0.1% | 77 |
|
|
2019
Q1 | $677K | Sell |
12,600
-195
| -2% | -$10.5K | 0.1% | 76 |
|
|
2018
Q4 | $578K | Buy |
12,795
+195
| +2% | +$8.81K | 0.09% | 80 |
|
|
2018
Q3 | $650K | Hold |
12,600
| – | – | 0.08% | 78 |
|
|
2018
Q2 | $555K | Sell |
12,600
-1,000
| -7% | -$44K | 0.08% | 79 |
|
|
2018
Q1 | $622K | Hold |
13,600
| – | – | 0.09% | 76 |
|
|
2017
Q4 | $643K | Sell |
13,600
-405
| -3% | -$19.1K | 0.09% | 77 |
|
|
2017
Q3 | $677K | Hold |
14,005
| – | – | 0.1% | 76 |
|
|
2017
Q2 | $702K | Buy |
14,005
+1,000
| +8% | +$50.1K | 0.11% | 76 |
|
|
2017
Q1 | $580K | Sell |
13,005
-50
| -0.4% | -$2.23K | 0.09% | 78 |
|
|
2016
Q4 | $502K | Hold |
13,055
| – | – | 0.09% | 75 |
|
|
2016
Q3 | $513K | Buy |
13,055
+405
| +3% | +$15.9K | 0.09% | 73 |
|
|
2016
Q2 | $518K | Sell |
12,650
-48,277
| -79% | -$1.98M | 0.09% | 79 |
|
|
2016
Q1 | $2.49M | Sell |
60,927
-138,269
| -69% | -$5.66M | 0.44% | 45 |
|
|
2015
Q4 | $7.28M | Sell |
199,196
-100
| -0.1% | -$3.65K | 1.38% | 24 |
|
|
2015
Q3 | $7.2M | Buy |
199,296
+3,583
| +2% | +$129K | 1.41% | 28 |
|
|
2015
Q2 | $7.89M | Buy |
195,713
+3,400
| +2% | +$137K | 1.42% | 24 |
|
|
2015
Q1 | $8.3M | Buy |
192,313
+5,550
| +3% | +$239K | 1.48% | 23 |
|
|
2014
Q4 | $8.4M | Sell |
186,763
-5,712
| -3% | -$257K | 1.57% | 27 |
|
|
2014
Q3 | $7.37M | Buy |
192,475
+65,551
| +52% | +$2.51M | 1.39% | 24 |
|
|
2014
Q2 | $5.14M | Sell |
126,924
-66,633
| -34% | -$2.7M | 1.37% | 25 |
|
|
2014
Q1 | $7.92M | Buy |
193,557
+258
| +0.1% | +$10.6K | 1.85% | 26 |
|
|
2013
Q4 | $7.4M | Sell |
193,299
-975
| -0.5% | -$37.3K | 1.82% | 24 |
|
|
2013
Q3 | $6.44M | Sell |
194,274
-379,273
| -66% | -$12.6M | 1.78% | 24 |
|
|
2013
Q2 | $17.6M | Buy |
+573,547
| New | +$17.6M | 4.76% | 3 |
|