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Cooper/Haims Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Buy |
2,313
+95
| +4% | +$20.8K | 0.25% | 38 |
|
|
2025
Q1 | $310K | Sell |
2,218
-30
| -1% | -$4.2K | 0.17% | 55 |
|
|
2024
Q4 | $375K | Buy |
2,248
+293
| +15% | +$48.8K | 0.21% | 48 |
|
|
2024
Q3 | $333K | Buy |
1,955
+14
| +0.7% | +$2.39K | 0.18% | 53 |
|
|
2024
Q2 | $274K | Sell |
1,941
-43
| -2% | -$6.07K | 0.15% | 63 |
|
|
2024
Q1 | $249K | Sell |
1,984
-150
| -7% | -$18.8K | 0.14% | 69 |
|
|
2023
Q4 | $225K | Buy |
2,134
+22
| +1% | +$2.32K | 0.13% | 70 |
|
|
2023
Q3 | $224K | Buy |
2,112
+348
| +20% | +$36.9K | 0.17% | 64 |
|
|
2023
Q2 | $210K | Buy |
+1,764
| New | +$210K | 0.16% | 68 |
|
|
2022
Q1 | – | Sell |
-2,342
| Closed | -$204K | – | 86 |
|
|
2021
Q4 | $204K | Sell |
2,342
-25
| -1% | -$2.18K | 0.13% | 75 |
|
|
2021
Q3 | $206K | Buy |
+2,367
| New | +$206K | 0.12% | 74 |
|