Donaldson Capital Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$634K Buy
2025
Q2
$386K Hold
2025
Q1
$247K Sell
2024
Q4
$416K Sell
2024
Q3
$519K Sell
2024
Q2
$441K Sell
2024
Q1
$765K Buy
2023
Q4
$606K Sell
2023
Q3
$738K Sell
2023
Q2
$848K Buy
2023
Q1
$609K Buy
2022
Q4
$317K Buy
2022
Q3
$235K Buy
2015
Q1
Sell
2014
Q4
$292K Buy