Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$407K Buy
2,765
+34
+1% +$5.53K 0.11% 77
2025
Q4
$532K Buy
2,731
+773
+39% +$184K 0.14% 68
2025
Q3
$551K Buy
1,958
+85
+5% +$21.6K 0.15% 67
2025
Q2
$410K Buy
+1,873
New +$302K 0.13% 68
2024
Q4
Sell
-2,673
Closed -$456K 69
2024
Q3
$456K Buy
2,673
+1,983
+287% +$287K 0.32% 46
2024
Q2
$97.4K Buy
+690
New +$85.7K 0.08% 74
2024
Q1
Sell
-324
Closed -$37.5K 243
2023
Q4
$37.5K Buy
+324
New +$35.4K 0.03% 131
2022
Q4
Sell
-50
Closed -$3K 282
2022
Q3
$3K Buy
+50
New +$3.66K ﹤0.01% 286

Other funds holding ORCL