CP
Castleview Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
6,790
-47
| -0.7% | -$10.3K | 0.95% | 24 |
|
|
2025
Q1 | $956K | Buy |
6,837
+1,090
| +19% | +$152K | 0.65% | 36 |
|
|
2024
Q4 | $954K | Buy |
5,747
+702
| +14% | +$117K | 0.51% | 46 |
|
|
2024
Q3 | $860K | Buy |
5,045
+3,183
| +171% | +$542K | 0.5% | 45 |
|
|
2024
Q2 | $263K | Buy |
1,862
+1,376
| +283% | +$194K | 0.15% | 140 |
|
|
2024
Q1 | $61K | Hold |
486
| – | – | 0.03% | 328 |
|
|
2023
Q4 | $51.2K | Hold |
486
| – | – | 0.04% | 290 |
|
|
2023
Q3 | $51.5K | Hold |
486
| – | – | 0.05% | 249 |
|
|
2023
Q2 | $57.9K | Hold |
486
| – | – | 0.05% | 239 |
|
|
2023
Q1 | $45.2K | Hold |
486
| – | – | 0.04% | 276 |
|
|
2022
Q4 | $39.7K | Hold |
486
| – | – | 0.04% | 252 |
|
|
2022
Q3 | $30K | Sell |
486
-514
| -51% | -$31.7K | 0.03% | 298 |
|
|
2022
Q2 | $917 | Buy |
1,000
+414
| +71% | +$380 | ﹤0.01% | 696 |
|
|
2022
Q1 | $48K | Sell |
586
-53,571
| -99% | -$4.39M | 0.03% | 354 |
|
|
2021
Q4 | $621 | Buy |
+54,157
| New | +$621 | 0.01% | 477 |
|
|
2021
Q2 | $64K | Buy |
+821
| New | +$64K | 0.03% | 359 |
|