Charter Research & Investment Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Sell |
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|
2025
Q1 | $594K | Hold |
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|
2024
Q4 | $708K | Hold |
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|
2024
Q3 | $724K | Sell |
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|
2024
Q2 | $808K | Hold |
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|
2024
Q1 | $719K | Hold |
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|
2023
Q4 | $603K | Buy |
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|
2023
Q3 | $550K | Sell |
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|
2023
Q2 | $725K | Sell |
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|
2023
Q1 | $572K | Sell |
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|
2022
Q4 | $517K | Hold |
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|
2022
Q3 | $387K | Hold |
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|
2022
Q2 | $442K | Hold |
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|
2022
Q1 | $524K | Sell |
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|
2021
Q4 | $631K | Sell |
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|
2021
Q3 | $665K | Sell |
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|
2021
Q2 | $629K | Hold |
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|
2021
Q1 | $567K | Hold |
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|
2020
Q4 | $523K | Hold |
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|
2020
Q3 | $482K | Sell |
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|
2020
Q2 | $459K | Buy |
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|
2020
Q1 | $377K | Hold |
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|
2019
Q4 | $413K | Hold |
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|
2019
Q3 | $429K | Hold |
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|
2019
Q2 | $444K | Hold |
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|
2019
Q1 | $419K | Hold |
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|
2018
Q4 | $352K | Hold |
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|
2018
Q3 | $402K | Sell |
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|
2018
Q2 | $392K | Hold |
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|
2018
Q1 | $407K | Hold |
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|
2017
Q4 | $421K | Buy |
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|
2016
Q3 | $376K | Hold |
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|
2016
Q2 | $392K | Buy |
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|
2016
Q1 | $384K | Hold |
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|
2015
Q4 | $343K | Sell |
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|
2015
Q3 | $353K | Hold |
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|
2015
Q2 | $394K | Hold |
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|
2015
Q1 | $422K | Sell |
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|
2014
Q4 | $501K | Buy |
|