FCMC
Founders Capital Management (Connecticut)’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.95M | Hold |
8,934
| – | – | 0.33% | 36 |
|
2025
Q1 | $1.25M | Sell |
8,934
-374
| -4% | -$52.3K | 0.23% | 38 |
|
2024
Q4 | $1.55M | Hold |
9,308
| – | – | 0.27% | 38 |
|
2024
Q3 | $1.59M | Sell |
9,308
-14
| -0.2% | -$2.39K | 0.28% | 40 |
|
2024
Q2 | $1.32M | Hold |
9,322
| – | – | 0.24% | 40 |
|
2024
Q1 | $1.17M | Hold |
9,322
| – | – | 0.22% | 41 |
|
2023
Q4 | $983K | Hold |
9,322
| – | – | 0.2% | 44 |
|
2023
Q3 | $987K | Hold |
9,322
| – | – | 0.22% | 44 |
|
2023
Q2 | $1.11M | Hold |
9,322
| – | – | 0.25% | 41 |
|
2023
Q1 | $866K | Hold |
9,322
| – | – | 0.22% | 47 |
|
2022
Q4 | $762K | Hold |
9,322
| – | – | 0.2% | 48 |
|
2022
Q3 | $569K | Hold |
9,322
| – | – | 0.16% | 51 |
|
2022
Q2 | $651K | Hold |
9,322
| – | – | 0.17% | 49 |
|
2022
Q1 | $771K | Hold |
9,322
| – | – | 0.17% | 48 |
|
2021
Q4 | $813K | Hold |
9,322
| – | – | 0.18% | 44 |
|
2021
Q3 | $812K | Hold |
9,322
| – | – | 0.21% | 40 |
|
2021
Q2 | $726K | Sell |
9,322
-2,400
| -20% | -$187K | 0.18% | 48 |
|
2021
Q1 | $823K | Buy |
11,722
+2,400
| +26% | +$169K | 0.21% | 48 |
|
2020
Q4 | $603K | Hold |
9,322
| – | – | 0.17% | 46 |
|
2020
Q3 | $557K | Hold |
9,322
| – | – | 0.18% | 44 |
|
2020
Q2 | $515K | Hold |
9,322
| – | – | 0.18% | 45 |
|
2020
Q1 | $451K | Hold |
9,322
| – | – | 0.18% | 41 |
|
2019
Q4 | $494K | Hold |
9,322
| – | – | 0.16% | 41 |
|
2019
Q3 | $514K | Hold |
9,322
| – | – | 0.18% | 41 |
|
2019
Q2 | $531K | Hold |
9,322
| – | – | 0.19% | 40 |
|
2019
Q1 | $501K | Buy |
9,322
+2,680
| +40% | +$144K | 0.18% | 41 |
|
2018
Q4 | $300K | Buy |
6,642
+548
| +9% | +$24.8K | 0.13% | 44 |
|
2018
Q3 | $298K | Sell |
6,094
-4
| -0.1% | -$196 | 0.12% | 47 |
|
2018
Q2 | $269K | Buy |
6,098
+374
| +7% | +$16.5K | 0.12% | 45 |
|
2018
Q1 | $258K | Hold |
5,724
| – | – | 0.12% | 46 |
|
2017
Q4 | $271K | Hold |
5,724
| – | – | 0.12% | 47 |
|
2017
Q3 | $277K | Hold |
5,724
| – | – | 0.13% | 45 |
|
2017
Q2 | $287K | Hold |
5,724
| – | – | 0.14% | 43 |
|
2017
Q1 | $255K | Hold |
5,724
| – | – | 0.13% | 47 |
|
2016
Q4 | $220K | Buy |
5,724
+4
| +0.1% | +$154 | 0.12% | 51 |
|
2016
Q3 | $225K | Hold |
5,720
| – | – | 0.13% | 48 |
|
2016
Q2 | $234K | Hold |
5,720
| – | – | 0.13% | 47 |
|
2016
Q1 | $234K | Hold |
5,720
| – | – | 0.14% | 47 |
|
2015
Q4 | $209K | Buy |
+5,720
| New | +$209K | 0.13% | 49 |
|