Glass Jacobson Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Sell |
600
-1,707
| -74% | -$373K | 0.05% | 206 |
|
|
2025
Q1 | $384K | Hold |
2,307
| – | – | 0.13% | 176 |
|
|
2024
Q4 | $384K | Sell |
2,307
-824
| -26% | -$137K | 0.13% | 176 |
|
|
2024
Q3 | $533K | Buy |
3,131
+968
| +45% | +$165K | 0.18% | 132 |
|
|
2024
Q2 | $305K | Sell |
2,163
-19
| -0.9% | -$2.68K | 0.11% | 182 |
|
|
2024
Q1 | $274K | Buy |
2,182
+20
| +0.9% | +$2.51K | 0.1% | 187 |
|
|
2023
Q4 | $228K | Hold |
2,162
| – | – | 0.09% | 185 |
|
|
2023
Q3 | $229K | Sell |
2,162
-100
| -4% | -$10.6K | 0.1% | 184 |
|
|
2023
Q2 | $269K | Buy |
+2,262
| New | +$269K | 0.12% | 175 |
|
|
2022
Q4 | $177K | Buy |
+2,161
| New | +$177K | 0.09% | 203 |
|