Forum Financial Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.6M Buy
2025
Q2
$3.38M Buy
2025
Q1
$1.84M Sell
2024
Q4
$2.34M Buy
2024
Q3
$2.25M Sell
2024
Q2
$1.93M Sell
2024
Q1
$1.72M Sell
2023
Q4
$1.51M Sell
2023
Q3
$1.54M Buy
2023
Q2
$1.61M Buy
2023
Q1
$953K Buy
2022
Q4
$835K Sell
2022
Q3
$639K Sell
2022
Q2
$795K Buy
2022
Q1
$795K Sell
2021
Q4
$871K Buy