Disciplined Equity Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,270
| Closed | -$977K | – | 98 |
|
|
2023
Q4 | $977K | Hold |
9,270
| – | – | 0.67% | 30 |
|
|
2023
Q3 | $982K | Hold |
9,270
| – | – | 0.82% | 24 |
|
|
2023
Q2 | $1.1M | Sell |
9,270
-100
| -1% | -$11.9K | 0.9% | 20 |
|
|
2023
Q1 | $871K | Sell |
9,370
-1,251
| -12% | -$116K | 0.74% | 27 |
|
|
2022
Q4 | $868K | Hold |
10,621
| – | – | 0.77% | 21 |
|
|
2022
Q3 | $649K | Buy |
10,621
+10,493
| +8,198% | +$641K | 0.64% | 31 |
|
|
2022
Q2 | $9K | Buy |
+128
| New | +$9K | 0.01% | 65 |
|