FFM
Forum Financial Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.38M | Buy |
15,463
+2,294
| +17% | +$502K | 0.05% | 78 |
|
|
2025
Q1 | $1.84M | Sell |
13,169
-900
| -6% | -$126K | 0.03% | 126 |
|
|
2024
Q4 | $2.34M | Buy |
14,069
+846
| +6% | +$141K | 0.04% | 100 |
|
|
2024
Q3 | $2.25M | Sell |
13,223
-415
| -3% | -$70.7K | 0.04% | 92 |
|
|
2024
Q2 | $1.93M | Sell |
13,638
-26
| -0.2% | -$3.67K | 0.03% | 107 |
|
|
2024
Q1 | $1.72M | Sell |
13,664
-662
| -5% | -$83.2K | 0.03% | 128 |
|
|
2023
Q4 | $1.51M | Sell |
14,326
-167
| -1% | -$17.6K | 0.03% | 119 |
|
|
2023
Q3 | $1.54M | Buy |
14,493
+968
| +7% | +$103K | 0.03% | 113 |
|
|
2023
Q2 | $1.61M | Buy |
13,525
+3,264
| +32% | +$389K | 0.04% | 103 |
|
|
2023
Q1 | $953K | Buy |
10,261
+43
| +0.4% | +$4K | 0.03% | 149 |
|
|
2022
Q4 | $835K | Sell |
10,218
-252
| -2% | -$20.6K | 0.03% | 162 |
|
|
2022
Q3 | $639K | Sell |
10,470
-904
| -8% | -$55.2K | 0.03% | 175 |
|
|
2022
Q2 | $795K | Buy |
11,374
+1,762
| +18% | +$123K | 0.04% | 146 |
|
|
2022
Q1 | $795K | Sell |
9,612
-375
| -4% | -$31K | 0.04% | 162 |
|
|
2021
Q4 | $871K | Buy |
+9,987
| New | +$871K | 0.04% | 146 |
|