Godshalk Welsh Capital Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.62M | Sell |
30,270
-425
| -1% | -$92.9K | 4.08% | 3 |
|
|
2025
Q1 | $4.29M | Hold |
30,695
| – | – | 2.81% | 6 |
|
|
2024
Q4 | $5.12M | Sell |
30,695
-875
| -3% | -$146K | 3.3% | 4 |
|
|
2024
Q3 | $5.38M | Sell |
31,570
-1,400
| -4% | -$239K | 3.4% | 4 |
|
|
2024
Q2 | $4.66M | Sell |
32,970
-265
| -0.8% | -$37.4K | 3.1% | 5 |
|
|
2024
Q1 | $4.17M | Sell |
33,235
-200
| -0.6% | -$25.1K | 2.81% | 6 |
|
|
2023
Q4 | $3.53M | Buy |
33,435
+90
| +0.3% | +$9.49K | 2.53% | 7 |
|
|
2023
Q3 | $3.53M | Sell |
33,345
-1,430
| -4% | -$151K | 2.67% | 6 |
|
|
2023
Q2 | $4.14M | Sell |
34,775
-325
| -0.9% | -$38.7K | 2.85% | 5 |
|
|
2023
Q1 | $3.26M | Sell |
35,100
-100
| -0.3% | -$9.29K | 2.3% | 7 |
|
|
2022
Q4 | $2.88M | Sell |
35,200
-1,385
| -4% | -$113K | 2.1% | 7 |
|
|
2022
Q3 | $2.23M | Buy |
36,585
+900
| +3% | +$55K | 1.65% | 13 |
|
|
2022
Q2 | $2.49M | Buy |
35,685
+150
| +0.4% | +$10.5K | 1.79% | 8 |
|
|
2022
Q1 | $2.94M | Sell |
35,535
-450
| -1% | -$37.2K | 1.81% | 9 |
|
|
2021
Q4 | $3.14M | Sell |
35,985
-375
| -1% | -$32.7K | 1.79% | 10 |
|
|
2021
Q3 | $3.17M | Hold |
36,360
| – | – | 1.98% | 9 |
|
|
2021
Q2 | $3.3M | Sell |
36,360
-185
| -0.5% | -$16.8K | 2.04% | 9 |
|
|
2021
Q1 | $2.56M | Sell |
36,545
-75
| -0.2% | -$5.26K | 1.79% | 10 |
|
|
2020
Q4 | $2.37M | Hold |
36,620
| – | – | 1.75% | 11 |
|
|
2020
Q3 | $2.19M | Buy |
36,620
+1,410
| +4% | +$84.2K | 1.84% | 10 |
|
|
2020
Q2 | $1.95M | Sell |
35,210
-225
| -0.6% | -$12.4K | 1.82% | 11 |
|
|
2020
Q1 | $1.71M | Sell |
35,435
-1,300
| -4% | -$62.8K | 1.86% | 13 |
|
|
2019
Q4 | $1.95M | Buy |
36,735
+1,125
| +3% | +$59.6K | 1.6% | 17 |
|
|
2019
Q3 | $1.96M | Buy |
35,610
+285
| +0.8% | +$15.7K | 1.73% | 16 |
|
|
2019
Q2 | $2.01M | Buy |
35,325
+800
| +2% | +$45.6K | 1.86% | 13 |
|
|
2019
Q1 | $1.85M | Buy |
34,525
+1,675
| +5% | +$89.9K | 1.78% | 16 |
|
|
2018
Q4 | $1.48M | Buy |
32,850
+1,450
| +5% | +$65.5K | 1.66% | 18 |
|
|
2018
Q3 | $1.62M | Buy |
31,400
+1,800
| +6% | +$92.8K | 1.58% | 19 |
|
|
2018
Q2 | $1.3M | Buy |
29,600
+1,700
| +6% | +$74.9K | 1.36% | 25 |
|
|
2018
Q1 | $1.28M | Buy |
27,900
+850
| +3% | +$38.9K | 1.38% | 23 |
|
|
2017
Q4 | $1.28M | Sell |
27,050
-400
| -1% | -$18.9K | 1.29% | 23 |
|
|
2017
Q3 | $1.33M | Sell |
27,450
-1,500
| -5% | -$72.5K | 1.33% | 21 |
|
|
2017
Q2 | $1.45M | Sell |
28,950
-1,200
| -4% | -$60.2K | 1.44% | 18 |
|
|
2017
Q1 | $1.35M | Sell |
30,150
-300
| -1% | -$13.4K | 1.32% | 22 |
|
|
2016
Q4 | $1.17M | Sell |
30,450
-800
| -3% | -$30.8K | 1.2% | 28 |
|
|
2016
Q3 | $1.23M | Sell |
31,250
-939
| -3% | -$36.9K | 1.27% | 21 |
|
|
2016
Q2 | $1.32M | Sell |
32,189
-800
| -2% | -$32.9K | 1.4% | 20 |
|
|
2016
Q1 | $1.35M | Hold |
32,989
| – | – | 1.4% | 18 |
|
|
2015
Q4 | $1.21M | Hold |
32,989
| – | – | 1.26% | 21 |
|
|
2015
Q3 | $1.19M | Sell |
32,989
-400
| -1% | -$14.5K | 1.31% | 20 |
|
|
2015
Q2 | $1.35M | Sell |
33,389
-800
| -2% | -$32.3K | 1.37% | 17 |
|
|
2015
Q1 | $1.48M | Sell |
34,189
-50
| -0.1% | -$2.16K | 1.51% | 13 |
|
|
2014
Q4 | $1.54M | Buy |
+34,239
| New | +$1.54M | 1.4% | 10 |
|