Beese Fulmer Investment Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Hold |
7,452
| – | – | 0.12% | 115 |
|
|
2025
Q1 | $1.04M | Buy |
7,452
+83
| +1% | +$11.6K | 0.09% | 120 |
|
|
2024
Q4 | $1.23M | Hold |
7,369
| – | – | 0.1% | 112 |
|
|
2024
Q3 | $1.26M | Hold |
7,369
| – | – | 0.11% | 112 |
|
|
2024
Q2 | $1.04M | Buy |
7,369
+325
| +5% | +$45.9K | 0.09% | 117 |
|
|
2024
Q1 | $885K | Hold |
7,044
| – | – | 0.08% | 124 |
|
|
2023
Q4 | $743K | Buy |
7,044
+200
| +3% | +$21.1K | 0.08% | 128 |
|
|
2023
Q3 | $725K | Hold |
6,844
| – | – | 0.08% | 128 |
|
|
2023
Q2 | $815K | Sell |
6,844
-70
| -1% | -$8.34K | 0.09% | 127 |
|
|
2023
Q1 | $642K | Sell |
6,914
-502
| -7% | -$46.6K | 0.07% | 139 |
|
|
2022
Q4 | $606K | Sell |
7,416
-150
| -2% | -$12.3K | 0.07% | 143 |
|
|
2022
Q3 | $462K | Sell |
7,566
-95
| -1% | -$5.8K | 0.06% | 145 |
|
|
2022
Q2 | $535K | Sell |
7,661
-156
| -2% | -$10.9K | 0.07% | 144 |
|
|
2022
Q1 | $647K | Buy |
7,817
+16
| +0.2% | +$1.32K | 0.07% | 141 |
|
|
2021
Q4 | $680K | Buy |
7,801
+1,028
| +15% | +$89.6K | 0.07% | 140 |
|
|
2021
Q3 | $590K | Buy |
6,773
+1,290
| +24% | +$112K | 0.07% | 146 |
|
|
2021
Q2 | $427K | Hold |
5,483
| – | – | 0.05% | 158 |
|
|
2021
Q1 | $385K | Sell |
5,483
-250
| -4% | -$17.6K | 0.05% | 156 |
|
|
2020
Q4 | $371K | Sell |
5,733
-150
| -3% | -$9.71K | 0.05% | 151 |
|
|
2020
Q3 | $351K | Sell |
5,883
-2,695
| -31% | -$161K | 0.05% | 146 |
|
|
2020
Q2 | $474K | Hold |
8,578
| – | – | 0.07% | 132 |
|
|
2020
Q1 | $415K | Hold |
8,578
| – | – | 0.07% | 130 |
|
|
2019
Q4 | $454K | Buy |
8,578
+370
| +5% | +$19.6K | 0.06% | 138 |
|
|
2019
Q3 | $452K | Buy |
8,208
+3,850
| +88% | +$212K | 0.07% | 135 |
|
|
2019
Q2 | $248K | Sell |
4,358
-400
| -8% | -$22.8K | 0.05% | 153 |
|
|
2019
Q1 | $256K | Hold |
4,758
| – | – | 0.05% | 143 |
|
|
2018
Q4 | $215K | Hold |
4,758
| – | – | 0.05% | 157 |
|
|
2018
Q3 | $245K | Sell |
4,758
-200
| -4% | -$10.3K | 0.05% | 158 |
|
|
2018
Q2 | $218K | Hold |
4,958
| – | – | 0.05% | 176 |
|
|
2018
Q1 | $227K | Hold |
4,958
| – | – | 0.05% | 159 |
|
|
2017
Q4 | $234K | Sell |
4,958
-400
| -7% | -$18.9K | 0.05% | 167 |
|
|
2017
Q3 | $259K | Buy |
5,358
+75
| +1% | +$3.63K | 0.06% | 147 |
|
|
2017
Q2 | $265K | Sell |
5,283
-488
| -8% | -$24.5K | 0.06% | 143 |
|
|
2017
Q1 | $257K | Buy |
5,771
+38
| +0.7% | +$1.69K | 0.06% | 144 |
|
|
2016
Q4 | $220K | Sell |
5,733
-1,000
| -15% | -$38.4K | 0.06% | 162 |
|
|
2016
Q3 | $264K | Buy |
+6,733
| New | +$264K | 0.07% | 134 |
|
|
2014
Q4 | – | Sell |
-5,325
| Closed | -$204K | – | 157 |
|
|
2014
Q3 | $204K | Hold |
5,325
| – | – | 0.07% | 149 |
|
|
2014
Q2 | $216K | Hold |
5,325
| – | – | 0.07% | 142 |
|
|
2014
Q1 | $218K | Buy |
5,325
+100
| +2% | +$4.09K | 0.08% | 139 |
|
|
2013
Q4 | $200K | Buy |
+5,225
| New | +$200K | 0.07% | 143 |
|