Fernwood Investment Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $311K | Hold |
1,865
| – | – | 0.11% | 131 |
|
|
2024
Q3 | $318K | Sell |
1,865
-200
| -10% | -$34.1K | 0.1% | 153 |
|
|
2024
Q2 | $292K | Hold |
2,065
| – | – | 0.09% | 164 |
|
|
2024
Q1 | $259K | Hold |
2,065
| – | – | 0.08% | 175 |
|
|
2023
Q4 | $218K | Hold |
2,065
| – | – | 0.07% | 177 |
|
|
2023
Q3 | $219K | Hold |
2,065
| – | – | 0.08% | 176 |
|
|
2023
Q2 | $246K | Buy |
+2,065
| New | +$246K | 0.09% | 162 |
|