Boltwood 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 | $2.18M | Sell |
9,949
-421
| -4% | -$92K | 0.62% | 46 |
|
|
2025
Q1 | $1.45M | Sell |
10,370
-632
| -6% | -$88.4K | 0.44% | 59 |
|
|
2024
Q4 | $1.83M | Sell |
11,002
-440
| -4% | -$73.3K | 0.56% | 49 |
|
|
2024
Q3 | $1.95M | Sell |
11,442
-861
| -7% | -$147K | 0.58% | 49 |
|
|
2024
Q2 | $1.74M | Sell |
12,303
-494
| -4% | -$69.8K | 0.54% | 53 |
|
|
2024
Q1 | $1.61M | Sell |
12,797
-40
| -0.3% | -$5.02K | 0.5% | 58 |
|
|
2023
Q4 | $1.35M | Buy |
12,837
+515
| +4% | +$54.3K | 0.45% | 59 |
|
|
2023
Q3 | $1.31M | Buy |
12,322
+210
| +2% | +$22.2K | 0.48% | 53 |
|
|
2023
Q2 | $1.44M | Buy |
12,112
+50
| +0.4% | +$5.95K | 0.52% | 54 |
|
|
2023
Q1 | $1.12M | Buy |
12,062
+3,987
| +49% | +$370K | 0.42% | 63 |
|
|
2022
Q4 | $660K | Sell |
8,075
-100
| -1% | -$8.17K | 0.27% | 89 |
|
|
2022
Q3 | $499K | Sell |
8,175
-250
| -3% | -$15.3K | 0.23% | 96 |
|
|
2022
Q2 | $589K | Sell |
8,425
-1,760
| -17% | -$123K | 0.26% | 95 |
|
|
2022
Q1 | $843K | Sell |
10,185
-540
| -5% | -$44.7K | 0.33% | 89 |
|
|
2021
Q4 | $935K | Hold |
10,725
| – | – | 0.35% | 86 |
|
|
2021
Q3 | $934K | Sell |
10,725
-7,290
| -40% | -$635K | 0.38% | 81 |
|
|
2021
Q2 | $1.4M | Sell |
18,015
-9,908
| -35% | -$771K | 0.58% | 58 |
|
|
2021
Q1 | $1.96M | Buy |
27,923
+200
| +0.7% | +$14K | 0.87% | 38 |
|
|
2020
Q4 | $1.79M | Sell |
27,723
-515
| -2% | -$33.3K | 0.87% | 39 |
|
|
2020
Q3 | $1.69M | Sell |
28,238
-25
| -0.1% | -$1.49K | 0.94% | 35 |
|
|
2020
Q2 | $1.56M | Buy |
28,263
+50
| +0.2% | +$2.76K | 0.94% | 37 |
|
|
2020
Q1 | $1.36M | Sell |
28,213
-540
| -2% | -$26.1K | 0.97% | 37 |
|
|
2019
Q4 | $1.52M | Buy |
28,753
+291
| +1% | +$15.4K | 0.85% | 38 |
|
|
2019
Q3 | $1.57M | Buy |
28,462
+265
| +0.9% | +$14.6K | 0.99% | 34 |
|
|
2019
Q2 | $1.61M | Sell |
28,197
-279
| -1% | -$15.9K | 1.02% | 34 |
|
|
2019
Q1 | $1.53M | Sell |
28,476
-1,078
| -4% | -$57.9K | 1% | 35 |
|
|
2018
Q4 | $1.33M | Buy |
29,554
+1,325
| +5% | +$59.8K | 0.91% | 36 |
|
|
2018
Q3 | $1.46M | Buy |
28,229
+80
| +0.3% | +$4.12K | 0.87% | 35 |
|
|
2018
Q2 | $1.24M | Sell |
28,149
-3,285
| -10% | -$145K | 0.81% | 42 |
|
|
2018
Q1 | $1.44M | Sell |
31,434
-322
| -1% | -$14.7K | 0.98% | 35 |
|
|
2017
Q4 | $1.5M | Buy |
31,756
+650
| +2% | +$30.7K | 0.92% | 37 |
|
|
2017
Q3 | $1.5M | Sell |
31,106
-135
| -0.4% | -$6.52K | 0.98% | 35 |
|
|
2017
Q2 | $1.57M | Hold |
31,241
| – | – | 1.06% | 31 |
|
|
2017
Q1 | $1.39M | Buy |
31,241
+2,800
| +10% | +$125K | 0.97% | 36 |
|
|
2016
Q4 | $1.09M | Buy |
28,441
+325
| +1% | +$12.5K | 0.84% | 39 |
|
|
2016
Q3 | $1.1M | Buy |
28,116
+550
| +2% | +$21.6K | 0.89% | 41 |
|
|
2016
Q2 | $1.13M | Buy |
27,566
+260
| +1% | +$10.6K | 0.94% | 38 |
|
|
2016
Q1 | $1.12M | Buy |
27,306
+500
| +2% | +$20.5K | 0.98% | 36 |
|
|
2015
Q4 | $979K | Buy |
26,806
+475
| +2% | +$17.3K | 0.9% | 37 |
|
|
2015
Q3 | $951K | Sell |
26,331
-175
| -0.7% | -$6.32K | 1.01% | 33 |
|
|
2015
Q2 | $1.07M | Sell |
26,506
-7,226
| -21% | -$291K | 1.05% | 32 |
|
|
2015
Q1 | $1.46M | Sell |
33,732
-450
| -1% | -$19.4K | 0.43% | 49 |
|
|
2014
Q4 | $1.54M | Sell |
34,182
-50
| -0.1% | -$2.25K | 0.44% | 48 |
|
|
2014
Q3 | $1.31M | Buy |
34,232
+5,206
| +18% | +$199K | 0.39% | 50 |
|
|
2014
Q2 | $1.18M | Buy |
29,026
+2,047
| +8% | +$82.9K | 0.35% | 53 |
|
|
2014
Q1 | $1.1M | Sell |
26,979
-62
| -0.2% | -$2.54K | 0.35% | 50 |
|
|
2013
Q4 | $1.04M | Buy |
27,041
+750
| +3% | +$28.7K | 0.34% | 50 |
|
|
2013
Q3 | $872K | Sell |
26,291
-2,650
| -9% | -$87.9K | 0.32% | 50 |
|
|
2013
Q2 | $889K | Buy |
+28,941
| New | +$889K | 0.37% | 50 |
|