Charter Oak Capital Management’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 | $693K | Buy |
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|
2025
Q2 | $520K | Sell |
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|
2025
Q1 | $363K | Buy |
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|
2024
Q4 | $411K | Sell |
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|
2024
Q3 | $449K | Buy |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $225K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $126K | Buy |
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|
2022
Q1 | $139K | Buy |
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|
2021
Q4 | $138K | Sell |
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|
2021
Q3 | $164K | Buy |
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|
2021
Q2 | $140K | Buy |
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|
2021
Q1 | $125K | Buy |
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|
2020
Q4 | $115K | Buy |
|