Family 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 | $352K | Buy |
1,610
+156
| +11% | +$34.1K | 0.05% | 136 |
|
|
2025
Q1 | $203K | Sell |
1,454
-64
| -4% | -$8.95K | 0.03% | 163 |
|
|
2024
Q4 | $253K | Sell |
1,518
-48
| -3% | -$8K | 0.04% | 137 |
|
|
2024
Q3 | $267K | Buy |
1,566
+66
| +4% | +$11.2K | 0.04% | 140 |
|
|
2024
Q2 | $212K | Buy |
+1,500
| New | +$212K | 0.04% | 138 |
|