Cumberland Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.8M | Sell |
35,695
-8,090
| -18% | -$1.77M | 0.54% | 38 |
|
|
2025
Q1 | $6.12M | Buy |
43,785
+785
| +2% | +$110K | 0.47% | 43 |
|
|
2024
Q4 | $7.17M | Buy |
43,000
+34,900
| +431% | +$5.82M | 0.5% | 44 |
|
|
2024
Q3 | $1.38M | Buy |
+8,100
| New | +$1.38M | 0.1% | 125 |
|
|
2024
Q1 | – | Sell |
-102,992
| Closed | -$10.9M | – | 207 |
|
|
2023
Q4 | $10.9M | Sell |
102,992
-38,290
| -27% | -$4.06M | 1% | 29 |
|
|
2023
Q3 | $15M | Buy |
141,282
+84,327
| +148% | +$8.93M | 1.44% | 21 |
|
|
2023
Q2 | $6.78M | Buy |
56,955
+27,195
| +91% | +$3.24M | 0.62% | 34 |
|
|
2023
Q1 | $2.77M | Buy |
29,760
+17,720
| +147% | +$1.65M | 0.27% | 72 |
|
|
2022
Q4 | $984K | Buy |
+12,040
| New | +$984K | 0.1% | 105 |
|
|
2021
Q3 | – | Sell |
-4,278
| Closed | -$333K | – | 201 |
|
|
2021
Q2 | $333K | Sell |
4,278
-9,580
| -69% | -$746K | 0.03% | 157 |
|
|
2021
Q1 | $972K | Sell |
13,858
-900
| -6% | -$63.1K | 0.08% | 128 |
|
|
2020
Q4 | $955K | Buy |
+14,758
| New | +$955K | 0.09% | 119 |
|
|
2018
Q4 | – | Sell |
-68,561
| Closed | -$3.54M | – | 187 |
|
|
2018
Q3 | $3.54M | Sell |
68,561
-47,100
| -41% | -$2.43M | 0.34% | 61 |
|
|
2018
Q2 | $5.1M | Buy |
+115,661
| New | +$5.1M | 0.51% | 47 |
|