Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$458K Buy
3,115
+1
+0% +$163 0.09% 50
2025
Q4
$607K Sell
3,114
-50
-2% -$11.9K 0.11% 36
2025
Q3
$890K Buy
3,164
+794
+34% +$202K 0.16% 30
2025
Q2
$518K Sell
2,370
-208
-8% -$33.6K 0.1% 40
2025
Q1
$360K Buy
2,578
+258
+11% +$42K 0.08% 51
2024
Q4
$387K Buy
2,320
+105
+5% +$18.7K 0.08% 44
2024
Q3
$377K Hold
2,215
0.08% 42
2024
Q2
$313K Hold
2,215
0.07% 46
2024
Q1
$278K Hold
2,215
0.06% 54
2023
Q4
$234K Buy
2,215
+33
+2% +$3.6K 0.05% 57
2023
Q3
$231K Hold
2,182
0.06% 43
2023
Q2
$260K Buy
2,182
+17
+0.8% +$1.76K 0.07% 40
2023
Q1
$201K Buy
+2,165
New +$190K 0.05% 51

Other funds holding ORCL