GAM
Gould Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Sell |
3,380
-270
| -7% | -$59K | 0.14% | 80 |
|
|
2025
Q1 | $510K | Hold |
3,650
| – | – | 0.11% | 97 |
|
|
2024
Q4 | $608K | Buy |
3,650
+176
| +5% | +$29.3K | 0.13% | 86 |
|
|
2024
Q3 | $592K | Sell |
3,474
-394
| -10% | -$67.1K | 0.13% | 84 |
|
|
2024
Q2 | $546K | Buy |
3,868
+209
| +6% | +$29.5K | 0.13% | 87 |
|
|
2024
Q1 | $460K | Sell |
3,659
-20
| -0.5% | -$2.51K | 0.11% | 98 |
|
|
2023
Q4 | $388K | Buy |
3,679
+35
| +1% | +$3.69K | 0.1% | 104 |
|
|
2023
Q3 | $386K | Buy |
3,644
+8
| +0.2% | +$847 | 0.11% | 95 |
|
|
2023
Q2 | $433K | Hold |
3,636
| – | – | 0.12% | 89 |
|
|
2023
Q1 | $338K | Hold |
3,636
| – | – | 0.1% | 106 |
|
|
2022
Q4 | $297K | Hold |
3,636
| – | – | 0.09% | 115 |
|
|
2022
Q3 | $222K | Sell |
3,636
-90
| -2% | -$5.5K | 0.08% | 116 |
|
|
2022
Q2 | $260K | Hold |
3,726
| – | – | 0.08% | 113 |
|
|
2022
Q1 | $308K | Sell |
3,726
-75
| -2% | -$6.2K | 0.09% | 104 |
|
|
2021
Q4 | $331K | Buy |
3,801
+361
| +10% | +$31.4K | 0.09% | 106 |
|
|
2021
Q3 | $300K | Sell |
3,440
-1,342
| -28% | -$117K | 0.09% | 99 |
|
|
2021
Q2 | $372K | Sell |
4,782
-5
| -0.1% | -$389 | 0.11% | 99 |
|
|
2021
Q1 | $336K | Buy |
+4,787
| New | +$336K | 0.1% | 99 |
|