AT
Avalon Trust’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
6,892
-20
| -0.3% | -$4.37K | 0.11% | 62 |
|
|
2025
Q1 | $966K | Buy |
6,912
+180
| +3% | +$25.2K | 0.08% | 75 |
|
|
2024
Q4 | $1.12M | Buy |
6,732
+596
| +10% | +$99.3K | 0.08% | 69 |
|
|
2024
Q3 | $1.05M | Hold |
6,136
| – | – | 0.08% | 68 |
|
|
2024
Q2 | $866K | Hold |
6,136
| – | – | 0.07% | 72 |
|
|
2024
Q1 | $771K | Buy |
6,136
+400
| +7% | +$50.2K | 0.06% | 73 |
|
|
2023
Q4 | $605K | Sell |
5,736
-40
| -0.7% | -$4.22K | 0.06% | 78 |
|
|
2023
Q3 | $612K | Sell |
5,776
-500
| -8% | -$53K | 0.06% | 74 |
|
|
2023
Q2 | $747K | Hold |
6,276
| – | – | 0.07% | 73 |
|
|
2023
Q1 | $583K | Buy |
+6,276
| New | +$583K | 0.06% | 78 |
|