Capital Planning’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 | $4.39M | Hold |
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|
2025
Q2 | $3.41M | Hold |
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|
2025
Q1 | $2.18M | Sell |
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|
2024
Q4 | $2.62M | Buy |
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|
2024
Q3 | $2.67M | Buy |
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|
2024
Q2 | $2.2M | Hold |
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|
2024
Q1 | $1.96M | Hold |
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|
2023
Q4 | $1.64M | Hold |
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|
2023
Q3 | $1.65M | Hold |
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|
2023
Q2 | $1.86M | Hold |
|
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|
2023
Q1 | $1.45M | Hold |
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|
2022
Q4 | $1.28M | Hold |
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|
2022
Q3 | $953K | Hold |
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|
2022
Q2 | $1.09M | Hold |
|
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|
2022
Q1 | $1.29M | Hold |
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|
2021
Q4 | $1.36M | Hold |
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|
2021
Q3 | $1.36M | Hold |
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|
2021
Q2 | $1.21M | Hold |
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|
2021
Q1 | $1.09M | Hold |
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|
2020
Q4 | $1.01M | Buy |
|