Excalibur Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
8,718
+8
| +0.1% | +$1.75K | 0.72% | 36 |
|
|
2025
Q1 | $1.22M | Sell |
8,710
-149
| -2% | -$20.8K | 0.48% | 60 |
|
|
2024
Q4 | $1.48M | Sell |
8,859
-213
| -2% | -$35.5K | 0.59% | 47 |
|
|
2024
Q3 | $1.55M | Buy |
9,072
+21
| +0.2% | +$3.58K | 0.59% | 45 |
|
|
2024
Q2 | $1.28M | Buy |
9,051
+615
| +7% | +$86.8K | 0.52% | 51 |
|
|
2024
Q1 | $1.06M | Buy |
8,436
+152
| +2% | +$19.1K | 0.45% | 61 |
|
|
2023
Q4 | $873K | Sell |
8,284
-42
| -0.5% | -$4.43K | 0.41% | 66 |
|
|
2023
Q3 | $882K | Buy |
8,326
+339
| +4% | +$35.9K | 0.46% | 59 |
|
|
2023
Q2 | $951K | Sell |
7,987
-65
| -0.8% | -$7.74K | 0.48% | 58 |
|
|
2023
Q1 | $748K | Hold |
8,052
| – | – | 0.39% | 69 |
|
|
2022
Q4 | $658K | Hold |
8,052
| – | – | 0.34% | 72 |
|
|
2022
Q3 | $492K | Buy |
8,052
+57
| +0.7% | +$3.48K | 0.28% | 82 |
|
|
2022
Q2 | $559K | Sell |
7,995
-188
| -2% | -$13.1K | 0.29% | 79 |
|
|
2022
Q1 | $677K | Sell |
8,183
-115
| -1% | -$9.51K | 0.29% | 80 |
|
|
2021
Q4 | $724K | Buy |
8,298
+17
| +0.2% | +$1.48K | 0.29% | 80 |
|
|
2021
Q3 | $722K | Buy |
8,281
+174
| +2% | +$15.2K | 0.32% | 79 |
|
|
2021
Q2 | $631K | Buy |
8,107
+1,005
| +14% | +$78.2K | 0.29% | 80 |
|
|
2021
Q1 | $498K | Buy |
7,102
+597
| +9% | +$41.9K | 0.25% | 84 |
|
|
2020
Q4 | $421K | Sell |
6,505
-127
| -2% | -$8.22K | 0.23% | 92 |
|
|
2020
Q3 | $396K | Buy |
6,632
+773
| +13% | +$46.2K | 0.24% | 85 |
|
|
2020
Q2 | $324K | Sell |
5,859
-675
| -10% | -$37.3K | 0.22% | 80 |
|
|
2020
Q1 | $316K | Buy |
6,534
+197
| +3% | +$9.53K | 0.24% | 71 |
|
|
2019
Q4 | $336K | Buy |
+6,337
| New | +$336K | 0.22% | 80 |
|