Birch Capital 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 | $939K | Hold |
4,296
| – | – | 0.48% | 42 |
|
|
2025
Q1 | $601K | Sell |
4,296
-479
| -10% | -$67K | 0.31% | 47 |
|
|
2024
Q4 | $796K | Sell |
4,775
-962
| -17% | -$160K | 0.4% | 42 |
|
|
2024
Q3 | $978K | Hold |
5,737
| – | – | 0.48% | 42 |
|
|
2024
Q2 | $810K | Sell |
5,737
-1,457
| -20% | -$206K | 0.42% | 44 |
|
|
2024
Q1 | $904K | Sell |
7,194
-440
| -6% | -$55.3K | 0.47% | 44 |
|
|
2023
Q4 | $805K | Sell |
7,634
-138
| -2% | -$14.5K | 0.46% | 44 |
|
|
2023
Q3 | $823K | Hold |
7,772
| – | – | 0.52% | 42 |
|
|
2023
Q2 | $926K | Sell |
7,772
-1,637
| -17% | -$195K | 0.56% | 41 |
|
|
2023
Q1 | $874K | Hold |
9,409
| – | – | 0.56% | 37 |
|
|
2022
Q4 | $769K | Sell |
9,409
-198
| -2% | -$16.2K | 0.53% | 40 |
|
|
2022
Q3 | $587K | Hold |
9,607
| – | – | 0.44% | 39 |
|
|
2022
Q2 | $671K | Hold |
9,607
| – | – | 0.48% | 39 |
|
|
2022
Q1 | $795K | Hold |
9,607
| – | – | 0.49% | 41 |
|
|
2021
Q4 | $838K | Hold |
9,607
| – | – | 0.5% | 41 |
|
|
2021
Q3 | $837K | Hold |
9,607
| – | – | 0.57% | 41 |
|
|
2021
Q2 | $748K | Hold |
9,607
| – | – | 0.51% | 42 |
|
|
2021
Q1 | $674K | Hold |
9,607
| – | – | 0.5% | 42 |
|
|
2020
Q4 | $621K | Sell |
9,607
-246
| -2% | -$15.9K | 0.47% | 43 |
|
|
2020
Q3 | $588K | Hold |
9,853
| – | – | 0.51% | 39 |
|
|
2020
Q2 | $545K | Hold |
9,853
| – | – | 0.51% | 39 |
|
|
2020
Q1 | $476K | Hold |
9,853
| – | – | 0.55% | 40 |
|
|
2019
Q4 | $522K | Buy |
+9,853
| New | +$522K | 0.51% | 42 |
|