Barton Investment Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Hold |
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|
2025
Q1 | $921K | Sell |
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|
2024
Q4 | $1.21M | Hold |
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|
2024
Q3 | $1.24M | Hold |
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|
2024
Q2 | $1.03M | Hold |
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|
2024
Q1 | $914K | Hold |
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|
2023
Q4 | $767K | Hold |
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|
2023
Q3 | $771K | Hold |
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|
2023
Q2 | $866K | Hold |
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|
2023
Q1 | $676K | Hold |
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|
2022
Q4 | $595K | Sell |
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|
2022
Q3 | $695K | Hold |
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|
2022
Q2 | $795K | Hold |
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|
2022
Q1 | $941K | Hold |
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|
2021
Q4 | $992K | Hold |
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|
2021
Q3 | $991K | Hold |
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|
2021
Q2 | $885K | Hold |
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|
2021
Q1 | $798K | Hold |
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|
2020
Q4 | $736K | Hold |
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|
2020
Q3 | $679K | Hold |
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|
2020
Q2 | $629K | Hold |
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|
2020
Q1 | $550K | Hold |
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|
2019
Q4 | $603K | Hold |
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|
2019
Q3 | $626K | Hold |
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|
2019
Q2 | $648K | Hold |
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|
2019
Q1 | $611K | Hold |
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|
2018
Q4 | $514K | Hold |
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|
2018
Q3 | $586K | Hold |
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|
2018
Q2 | $501K | Hold |
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|
2018
Q1 | $520K | Hold |
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|
2017
Q4 | $538K | Hold |
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|
2017
Q3 | $550K | Hold |
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|
2017
Q2 | $570K | Hold |
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|
2017
Q1 | $507K | Hold |
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|
2016
Q4 | $437K | Hold |
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|
2016
Q3 | $446K | Hold |
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|
2016
Q2 | $465K | Hold |
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|
2016
Q1 | $465K | Hold |
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|
2015
Q4 | $416K | Hold |
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|
2015
Q3 | $410K | Hold |
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|
2015
Q2 | $458K | Hold |
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|
2015
Q1 | $491K | Hold |
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|
2014
Q4 | $512K | Sell |
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|
2014
Q3 | $550K | Hold |
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|
2014
Q2 | $583K | Hold |
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|
2014
Q1 | $588K | Hold |
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|
2013
Q4 | $550K | Buy |
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|
2013
Q3 | $473K | Hold |
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|
2013
Q2 | $438K | Buy |
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