DA
DCM Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
58,420
+5,365
| +10% | +$1.17M | 5.48% | 4 |
|
|
2025
Q1 | $7.35M | Sell |
53,055
-5,671
| -10% | -$785K | 3.92% | 12 |
|
|
2024
Q4 | $9.75M | Buy |
58,726
+5,671
| +11% | +$941K | 4.57% | 5 |
|
|
2024
Q3 | $9.04M | Sell |
53,055
-164
| -0.3% | -$27.9K | 4.55% | 4 |
|
|
2024
Q2 | $7.51M | Sell |
53,219
-9,308
| -15% | -$1.31M | 3.97% | 6 |
|
|
2024
Q1 | $7.85M | Sell |
62,527
-7,350
| -11% | -$923K | 3.24% | 11 |
|
|
2023
Q4 | $7.37M | Sell |
69,877
-392
| -0.6% | -$41.3K | 2.64% | 14 |
|
|
2023
Q3 | $7.44M | Sell |
70,269
-1,457
| -2% | -$154K | 3.36% | 9 |
|
|
2023
Q2 | $8.54M | Sell |
71,726
-394
| -0.5% | -$46.9K | 3.66% | 5 |
|
|
2023
Q1 | $6.7M | Sell |
72,120
-330
| -0.5% | -$30.7K | 3.12% | 10 |
|
|
2022
Q4 | $5.92M | Buy |
72,450
+29,948
| +70% | +$2.45M | 2.87% | 12 |
|
|
2022
Q3 | $2.6M | Buy |
42,502
+2,811
| +7% | +$172K | 1.3% | 20 |
|
|
2022
Q2 | $2.77M | Buy |
39,691
+957
| +2% | +$66.9K | 1.2% | 22 |
|
|
2022
Q1 | $3.2M | Sell |
38,734
-2,082
| -5% | -$172K | 1.13% | 19 |
|
|
2021
Q4 | $3.56M | Buy |
40,816
+15,714
| +63% | +$1.37M | 1.05% | 21 |
|
|
2021
Q3 | $2.19M | Buy |
+25,102
| New | +$2.19M | 0.84% | 21 |
|