Caldwell Trust’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Sell |
25,367
-2,813
|
|
||||
|
2025
Q1 | $3.94M | Buy |
28,180
+5,340
|
|
||||
|
2024
Q4 | $3.81M | Sell |
22,840
-25
|
|
||||
|
2024
Q3 | $3.9M | Buy |
22,865
+1,049
|
|
||||
|
2024
Q2 | $3.08M | Buy |
21,816
+3,962
|
|
||||
|
2024
Q1 | $2.24M | Buy |
17,854
+3,841
|
|
||||
|
2023
Q4 | $1.48M | Buy |
14,013
+14
|
|
||||
|
2023
Q3 | $1.48M | Hold |
13,999
|
|
||||
|
2023
Q2 | $1.67M | Sell |
13,999
-425
|
|
||||
|
2023
Q1 | $1.34M | Sell |
14,424
-94
|
|
||||
|
2022
Q4 | $1.19M | Sell |
14,518
-839
|
|
||||
|
2022
Q3 | $938K | Buy |
15,357
+122
|
|
||||
|
2022
Q2 | $1.06M | Sell |
15,235
-150
|
|
||||
|
2022
Q1 | $1.27M | Sell |
15,385
-175
|
|
||||
|
2021
Q4 | $1.36M | Hold |
15,560
|
|
||||
|
2021
Q3 | $1.36M | Sell |
15,560
-252
|
|
||||
|
2021
Q2 | $1.23M | Buy |
15,812
+450
|
|
||||
|
2021
Q1 | $1.08M | Sell |
15,362
-820
|
|
||||
|
2020
Q4 | $1.05M | Buy |
16,182
+200
|
|
||||
|
2020
Q3 | $954K | Sell |
15,982
-2,253
|
|
||||
|
2020
Q2 | $1.01M | Sell |
18,235
-300
|
|
||||
|
2020
Q1 | $896K | Buy |
18,535
+76
|
|
||||
|
2019
Q4 | $978K | Buy |
+18,459
|
|