Great Diamond Partners’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.98M Buy
27,360
+6,054
+28% +$1.32M 1.26% 14
2025
Q1
$2.98M Sell
21,306
-454
-2% -$63.5K 0.81% 30
2024
Q4
$3.63M Buy
21,760
+276
+1% +$46K 0.94% 27
2024
Q3
$3.66M Sell
21,484
-6,459
-23% -$1.1M 0.93% 27
2024
Q2
$3.95M Sell
27,943
-210
-0.7% -$29.7K 0.93% 27
2024
Q1
$3.54M Buy
28,153
+949
+3% +$119K 0.81% 32
2023
Q4
$2.87M Buy
27,204
+730
+3% +$77K 0.71% 40
2023
Q3
$2.8M Buy
26,474
+599
+2% +$63.4K 0.76% 35
2023
Q2
$3.08M Buy
25,875
+16,777
+184% +$2M 0.81% 29
2023
Q1
$845K Sell
9,098
-71
-0.8% -$6.6K 0.24% 90
2022
Q4
$749K Sell
9,169
-5
-0.1% -$409 0.23% 95
2022
Q3
$560K Buy
9,174
+289
+3% +$17.6K 0.19% 104
2022
Q2
$620K Sell
8,885
-1,518
-15% -$106K 0.21% 99
2022
Q1
$860K Sell
10,403
-773
-7% -$63.9K 0.24% 91
2021
Q4
$974K Buy
11,176
+20
+0.2% +$1.74K 0.25% 90
2021
Q3
$972K Buy
11,156
+140
+1% +$12.2K 0.27% 84
2021
Q2
$857K Sell
11,016
-38
-0.3% -$2.96K 0.24% 92
2021
Q1
$775K Sell
11,054
-474
-4% -$33.2K 0.24% 94
2020
Q4
$745K Sell
11,528
-231
-2% -$14.9K 0.24% 78
2020
Q3
$702K Sell
11,759
-875
-7% -$52.2K 0.26% 71
2020
Q2
$698K Sell
12,634
-451
-3% -$24.9K 0.29% 67
2020
Q1
$632K Sell
13,085
-1,120
-8% -$54.1K 0.33% 62
2019
Q4
$752K Buy
+14,205
New +$752K 0.29% 65