BIM
Barton Investment Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Hold |
6,585
| – | – | 0.15% | 28 |
|
|
2025
Q1 | $921K | Sell |
6,585
-690
| -9% | -$96.5K | 0.11% | 32 |
|
|
2024
Q4 | $1.21M | Hold |
7,275
| – | – | 0.13% | 28 |
|
|
2024
Q3 | $1.24M | Hold |
7,275
| – | – | 0.16% | 29 |
|
|
2024
Q2 | $1.03M | Hold |
7,275
| – | – | 0.14% | 29 |
|
|
2024
Q1 | $914K | Hold |
7,275
| – | – | 0.11% | 31 |
|
|
2023
Q4 | $767K | Hold |
7,275
| – | – | 0.1% | 33 |
|
|
2023
Q3 | $771K | Hold |
7,275
| – | – | 0.12% | 31 |
|
|
2023
Q2 | $866K | Hold |
7,275
| – | – | 0.13% | 31 |
|
|
2023
Q1 | $676K | Hold |
7,275
| – | – | 0.12% | 31 |
|
|
2022
Q4 | $595K | Sell |
7,275
-4,100
| -36% | -$335K | 0.12% | 32 |
|
|
2022
Q3 | $695K | Hold |
11,375
| – | – | 0.14% | 31 |
|
|
2022
Q2 | $795K | Hold |
11,375
| – | – | 0.16% | 29 |
|
|
2022
Q1 | $941K | Hold |
11,375
| – | – | 0.12% | 29 |
|
|
2021
Q4 | $992K | Hold |
11,375
| – | – | 0.09% | 28 |
|
|
2021
Q3 | $991K | Hold |
11,375
| – | – | 0.08% | 28 |
|
|
2021
Q2 | $885K | Hold |
11,375
| – | – | 0.07% | 28 |
|
|
2021
Q1 | $798K | Hold |
11,375
| – | – | 0.07% | 29 |
|
|
2020
Q4 | $736K | Hold |
11,375
| – | – | 0.06% | 28 |
|
|
2020
Q3 | $679K | Hold |
11,375
| – | – | 0.07% | 29 |
|
|
2020
Q2 | $629K | Hold |
11,375
| – | – | 0.06% | 29 |
|
|
2020
Q1 | $550K | Hold |
11,375
| – | – | 0.09% | 30 |
|
|
2019
Q4 | $603K | Hold |
11,375
| – | – | 0.09% | 31 |
|
|
2019
Q3 | $626K | Hold |
11,375
| – | – | 0.1% | 28 |
|
|
2019
Q2 | $648K | Hold |
11,375
| – | – | 0.1% | 29 |
|
|
2019
Q1 | $611K | Hold |
11,375
| – | – | 0.1% | 31 |
|
|
2018
Q4 | $514K | Hold |
11,375
| – | – | 0.1% | 32 |
|
|
2018
Q3 | $586K | Hold |
11,375
| – | – | 0.09% | 31 |
|
|
2018
Q2 | $501K | Hold |
11,375
| – | – | 0.08% | 33 |
|
|
2018
Q1 | $520K | Hold |
11,375
| – | – | 0.1% | 32 |
|
|
2017
Q4 | $538K | Hold |
11,375
| – | – | 0.12% | 32 |
|
|
2017
Q3 | $550K | Hold |
11,375
| – | – | 0.13% | 29 |
|
|
2017
Q2 | $570K | Hold |
11,375
| – | – | 0.15% | 28 |
|
|
2017
Q1 | $507K | Hold |
11,375
| – | – | 0.15% | 31 |
|
|
2016
Q4 | $437K | Hold |
11,375
| – | – | 0.15% | 33 |
|
|
2016
Q3 | $446K | Hold |
11,375
| – | – | 0.15% | 30 |
|
|
2016
Q2 | $465K | Hold |
11,375
| – | – | 0.17% | 30 |
|
|
2016
Q1 | $465K | Hold |
11,375
| – | – | 0.13% | 38 |
|
|
2015
Q4 | $416K | Hold |
11,375
| – | – | 0.14% | 35 |
|
|
2015
Q3 | $410K | Hold |
11,375
| – | – | 0.15% | 37 |
|
|
2015
Q2 | $458K | Hold |
11,375
| – | – | 0.16% | 37 |
|
|
2015
Q1 | $491K | Hold |
11,375
| – | – | 0.18% | 35 |
|
|
2014
Q4 | $512K | Sell |
11,375
-3,000
| -21% | -$135K | 0.2% | 34 |
|
|
2014
Q3 | $550K | Hold |
14,375
| – | – | 0.21% | 31 |
|
|
2014
Q2 | $583K | Hold |
14,375
| – | – | 0.23% | 32 |
|
|
2014
Q1 | $588K | Hold |
14,375
| – | – | 0.24% | 29 |
|
|
2013
Q4 | $550K | Buy |
14,375
+125
| +0.9% | +$4.78K | 0.22% | 32 |
|
|
2013
Q3 | $473K | Hold |
14,250
| – | – | 0.21% | 35 |
|
|
2013
Q2 | $438K | Buy |
+14,250
| New | +$438K | 0.23% | 36 |
|