Carmel Capital Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
16,148
+1,521
| +10% | +$333K | 1.24% | 15 |
|
|
2025
Q1 | $2.05M | Buy |
14,627
+966
| +7% | +$135K | 0.8% | 23 |
|
|
2024
Q4 | $2.28M | Sell |
13,661
-3,294
| -19% | -$549K | 0.92% | 21 |
|
|
2024
Q3 | $2.89M | Sell |
16,955
-301
| -2% | -$51.3K | 1.12% | 13 |
|
|
2024
Q2 | $2.44M | Buy |
17,256
+943
| +6% | +$133K | 1.03% | 14 |
|
|
2024
Q1 | $2.05M | Sell |
16,313
-3,122
| -16% | -$392K | 0.85% | 16 |
|
|
2023
Q4 | $2.05M | Buy |
19,435
+5,626
| +41% | +$593K | 1.05% | 15 |
|
|
2023
Q3 | $1.46M | Buy |
13,809
+259
| +2% | +$27.4K | 0.66% | 25 |
|
|
2023
Q2 | $1.61M | Buy |
13,550
+1,641
| +14% | +$195K | 0.83% | 19 |
|
|
2023
Q1 | $1.11M | Buy |
11,909
+1,567
| +15% | +$146K | 0.65% | 30 |
|
|
2022
Q4 | $845K | Sell |
10,342
-163
| -2% | -$13.3K | 0.58% | 37 |
|
|
2022
Q3 | $642K | Buy |
10,505
+697
| +7% | +$42.6K | 0.62% | 47 |
|
|
2022
Q2 | $685K | Buy |
9,808
+156
| +2% | +$10.9K | 0.64% | 49 |
|
|
2022
Q1 | $798K | Buy |
9,652
+239
| +3% | +$19.8K | 0.67% | 43 |
|
|
2021
Q4 | $821K | Buy |
+9,413
| New | +$821K | 0.61% | 48 |
|