Caldwell Trust’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.39M | Buy |
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|
2025
Q2 | $5.55M | Sell |
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|
2025
Q1 | $3.94M | Buy |
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|
2024
Q4 | $3.81M | Sell |
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|
2024
Q3 | $3.9M | Buy |
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|
2024
Q2 | $3.08M | Buy |
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|
2024
Q1 | $2.24M | Buy |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $1.48M | Hold |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $1.34M | Sell |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $938K | Buy |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $1.36M | Hold |
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|
2021
Q3 | $1.36M | Sell |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $954K | Sell |
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|
2020
Q2 | $1.01M | Sell |
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|
2020
Q1 | $896K | Buy |
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|
2019
Q4 | $978K | Buy |
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