CD
Chapin Davis’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $841K | Sell |
3,847
-119
| -3% | -$26K | 0.23% | 93 |
|
|
2025
Q1 | $555K | Sell |
3,966
-175
| -4% | -$24.5K | 0.19% | 118 |
|
|
2024
Q4 | $706K | Hold |
4,141
| – | – | 0.23% | 99 |
|
|
2024
Q3 | $706K | Hold |
4,141
| – | – | 0.23% | 100 |
|
|
2024
Q2 | $585K | Buy |
4,141
+135
| +3% | +$19.1K | 0.2% | 114 |
|
|
2024
Q1 | $503K | Hold |
4,006
| – | – | 0.18% | 127 |
|
|
2023
Q4 | $422K | Sell |
4,006
-100
| -2% | -$10.5K | 0.18% | 129 |
|
|
2023
Q3 | $435K | Buy |
4,106
+197
| +5% | +$20.9K | 0.21% | 119 |
|
|
2023
Q2 | $466K | Buy |
3,909
+484
| +14% | +$57.6K | 0.22% | 119 |
|
|
2023
Q1 | $318K | Buy |
3,425
+70
| +2% | +$6.5K | 0.16% | 143 |
|
|
2022
Q4 | $274K | Buy |
+3,355
| New | +$274K | 0.16% | 147 |
|