FAM
Formidable Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Hold |
14,459
| – | – | 0.34% | 56 |
|
|
2025
Q1 | $2.02M | Buy |
14,459
+1,276
| +10% | +$178K | 0.34% | 56 |
|
|
2024
Q4 | $2.2M | Sell |
13,183
-303
| -2% | -$50.5K | 0.36% | 54 |
|
|
2024
Q3 | $2.3M | Sell |
13,486
-187
| -1% | -$31.9K | 0.37% | 53 |
|
|
2024
Q2 | $1.93M | Sell |
13,673
-148
| -1% | -$20.9K | 0.31% | 61 |
|
|
2024
Q1 | $1.74M | Buy |
13,821
+4,271
| +45% | +$536K | 0.28% | 74 |
|
|
2023
Q4 | $1.01M | Sell |
9,550
-161
| -2% | -$17K | 0.21% | 91 |
|
|
2023
Q3 | $1.03M | Sell |
9,711
-180
| -2% | -$19.1K | 0.23% | 85 |
|
|
2023
Q2 | $1.18M | Sell |
9,891
-47
| -0.5% | -$5.6K | 0.26% | 70 |
|
|
2023
Q1 | $933K | Hold |
9,938
| – | – | 0.2% | 95 |
|
|
2022
Q4 | $812K | Sell |
9,938
-25
| -0.3% | -$2.04K | 0.18% | 106 |
|
|
2022
Q3 | $730K | Buy |
9,963
+1
| +0% | +$73 | 0.17% | 106 |
|
|
2022
Q2 | $697K | Buy |
9,962
+1
| +0% | +$70 | 0.16% | 119 |
|
|
2022
Q1 | $824K | Sell |
9,961
-41
| -0.4% | -$3.39K | 0.16% | 115 |
|
|
2021
Q4 | $888K | Sell |
10,002
-32
| -0.3% | -$2.84K | 0.17% | 116 |
|
|
2021
Q3 | $874K | Buy |
+10,034
| New | +$874K | 0.16% | 119 |
|
|
2021
Q2 | – | Sell |
-10,193
| Closed | -$731K | – | 332 |
|
|
2021
Q1 | $731K | Buy |
10,193
+33
| +0.3% | +$2.37K | 0.16% | 127 |
|
|
2020
Q4 | $648K | Hold |
10,160
| – | – | 0.15% | 123 |
|
|
2020
Q3 | $598K | Buy |
10,160
+18
| +0.2% | +$1.06K | 0.17% | 113 |
|
|
2020
Q2 | $574K | Sell |
10,142
-846
| -8% | -$47.9K | 0.17% | 120 |
|
|
2020
Q1 | $531K | Sell |
10,988
-1,100
| -9% | -$53.2K | 0.21% | 95 |
|
|
2019
Q4 | $666K | Buy |
+12,088
| New | +$666K | 0.21% | 99 |
|
|
2019
Q3 | – | Sell |
-12,167
| Closed | -$685K | – | 200 |
|
|
2019
Q2 | $685K | Buy |
+12,167
| New | +$685K | 0.24% | 92 |
|
|
2019
Q1 | – | Sell |
-12,672
| Closed | -$572K | – | 230 |
|
|
2018
Q4 | $572K | Sell |
12,672
-615
| -5% | -$27.8K | 0.3% | 63 |
|
|
2018
Q3 | $662K | Sell |
13,287
-741
| -5% | -$36.9K | 0.26% | 72 |
|
|
2018
Q2 | $618K | Sell |
14,028
-175
| -1% | -$7.71K | 0.27% | 73 |
|
|
2018
Q1 | $650K | Sell |
14,203
-175
| -1% | -$8.01K | 0.33% | 59 |
|
|
2017
Q4 | $680K | Buy |
14,378
+800
| +6% | +$37.8K | 0.31% | 69 |
|
|
2017
Q3 | $656K | Buy |
13,578
+441
| +3% | +$21.3K | 0.28% | 87 |
|
|
2017
Q2 | $659K | Sell |
13,137
-1,440
| -10% | -$72.2K | 0.33% | 73 |
|
|
2017
Q1 | $664K | Sell |
14,577
-754
| -5% | -$34.3K | 0.29% | 85 |
|
|
2016
Q4 | $589K | Sell |
15,331
-699
| -4% | -$26.9K | 0.3% | 88 |
|
|
2016
Q3 | $630K | Sell |
16,030
-25
| -0.2% | -$983 | 0.31% | 85 |
|
|
2016
Q2 | $662K | Buy |
16,055
+1,009
| +7% | +$41.6K | 0.37% | 65 |
|
|
2016
Q1 | $613K | Buy |
15,046
+11,425
| +316% | +$465K | 0.43% | 55 |
|
|
2015
Q4 | $129K | Buy |
3,621
+250
| +7% | +$8.91K | 0.09% | 156 |
|
|
2015
Q3 | $121K | Hold |
3,371
| – | – | 0.08% | 163 |
|
|
2015
Q2 | $136K | Hold |
3,371
| – | – | 0.09% | 152 |
|
|
2015
Q1 | $147K | Buy |
3,371
+150
| +5% | +$6.54K | 0.1% | 141 |
|
|
2014
Q4 | $145K | Buy |
3,221
+111
| +4% | +$5K | 0.1% | 130 |
|
|
2014
Q3 | $121K | Buy |
3,110
+185
| +6% | +$7.2K | 0.08% | 137 |
|
|
2014
Q2 | $119K | Hold |
2,925
| – | – | 0.07% | 153 |
|
|
2014
Q1 | $117K | Hold |
2,925
| – | – | 0.08% | 136 |
|
|
2013
Q4 | $109K | Hold |
2,925
| – | – | 0.07% | 150 |
|
|
2013
Q3 | $99K | Buy |
+2,925
| New | +$99K | 0.09% | 132 |
|