HDIM
Hanson & Doremus Investment Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $379K | Sell |
1,735
-56
| -3% | -$12.2K | 0.05% | 136 |
|
|
2025
Q1 | $250K | Sell |
1,791
-67
| -4% | -$9.35K | 0.04% | 178 |
|
|
2024
Q4 | $310K | Sell |
1,858
-118
| -6% | -$19.7K | 0.05% | 147 |
|
|
2024
Q3 | $337K | Sell |
1,976
-200
| -9% | -$34.1K | 0.05% | 140 |
|
|
2024
Q2 | $307K | Buy |
2,176
+1,255
| +136% | +$177K | 0.05% | 144 |
|
|
2024
Q1 | $116K | Buy |
921
+137
| +17% | +$17.3K | 0.02% | 229 |
|
|
2023
Q4 | $83K | Buy |
784
+86
| +12% | +$9.11K | 0.02% | 263 |
|
|
2023
Q3 | $74K | Hold |
698
| – | – | 0.02% | 264 |
|
|
2023
Q2 | $83K | Sell |
698
-419
| -38% | -$49.8K | 0.02% | 253 |
|
|
2023
Q1 | $104K | Hold |
1,117
| – | – | 0.02% | 228 |
|
|
2022
Q4 | $91K | Sell |
1,117
-109
| -9% | -$8.88K | 0.02% | 244 |
|
|
2022
Q3 | $75K | Sell |
1,226
-75
| -6% | -$4.59K | 0.02% | 257 |
|
|
2022
Q2 | $91K | Sell |
1,301
-26
| -2% | -$1.82K | 0.02% | 249 |
|
|
2022
Q1 | $110K | Buy |
1,327
+1
| +0.1% | +$83 | 0.02% | 250 |
|
|
2021
Q4 | $116K | Buy |
1,326
+1
| +0.1% | +$87 | 0.02% | 238 |
|
|
2021
Q3 | $115K | Buy |
1,325
+148
| +13% | +$12.8K | 0.03% | 227 |
|
|
2021
Q2 | $70K | Sell |
1,177
-146
| -11% | -$8.68K | 0.02% | 235 |
|
|
2021
Q1 | $93K | Buy |
1,323
+145
| +12% | +$10.2K | 0.02% | 245 |
|
|
2020
Q4 | $76K | Buy |
1,178
+1
| +0.1% | +$65 | 0.02% | 248 |
|
|
2020
Q3 | $70K | Sell |
1,177
-272
| -19% | -$16.2K | 0.02% | 235 |
|
|
2020
Q2 | $80K | Buy |
1,449
+369
| +34% | +$20.4K | 0.03% | 222 |
|
|
2020
Q1 | $52K | Hold |
1,080
| – | – | 0.02% | 260 |
|
|
2019
Q4 | $57K | Hold |
1,080
| – | – | 0.02% | 279 |
|
|
2019
Q3 | $59K | Hold |
1,080
| – | – | 0.02% | 270 |
|
|
2019
Q2 | $62K | Hold |
1,080
| – | – | 0.02% | 264 |
|
|
2019
Q1 | $58K | Hold |
1,080
| – | – | 0.02% | 265 |
|
|
2018
Q4 | $49K | Hold |
1,080
| – | – | 0.02% | 266 |
|
|
2018
Q3 | $56K | Hold |
1,080
| – | – | 0.02% | 277 |
|
|
2018
Q2 | $48K | Hold |
1,080
| – | – | 0.02% | 301 |
|
|
2018
Q1 | $49K | Sell |
1,080
-675
| -38% | -$30.6K | 0.02% | 305 |
|
|
2017
Q4 | $83K | Sell |
1,755
-15
| -0.8% | -$709 | 0.03% | 249 |
|
|
2017
Q3 | $86K | Buy |
1,770
+675
| +62% | +$32.8K | 0.03% | 239 |
|
|
2017
Q2 | $55K | Buy |
1,095
+15
| +1% | +$753 | 0.02% | 269 |
|
|
2017
Q1 | $48K | Hold |
1,080
| – | – | 0.02% | 271 |
|
|
2016
Q4 | $41.5K | Sell |
1,080
-50
| -4% | -$1.92K | 0.02% | 270 |
|
|
2016
Q3 | $44K | Hold |
1,130
| – | – | 0.02% | 257 |
|
|
2016
Q2 | $46K | Sell |
1,130
-770
| -41% | -$31.3K | 0.02% | 255 |
|
|
2016
Q1 | $78K | Sell |
1,900
-200
| -10% | -$8.21K | 0.04% | 219 |
|
|
2015
Q4 | $77K | Buy |
2,100
+200
| +11% | +$7.33K | 0.04% | 229 |
|
|
2015
Q3 | $69K | Hold |
1,900
| – | – | 0.03% | 229 |
|
|
2015
Q2 | $77K | Hold |
1,900
| – | – | 0.03% | 226 |
|
|
2015
Q1 | $82K | Buy |
1,900
+76
| +4% | +$3.28K | 0.03% | 221 |
|
|
2014
Q4 | $82K | Hold |
1,824
| – | – | 0.04% | 222 |
|
|
2014
Q3 | $70K | Sell |
1,824
-250
| -12% | -$9.59K | 0.03% | 236 |
|
|
2014
Q2 | $84K | Hold |
2,074
| – | – | 0.04% | 219 |
|
|
2014
Q1 | $85K | Sell |
2,074
-1,002
| -33% | -$41.1K | 0.04% | 215 |
|
|
2013
Q4 | $118K | Hold |
3,076
| – | – | 0.06% | 189 |
|
|
2013
Q3 | $102K | Buy |
3,076
+1,000
| +48% | +$33.2K | 0.05% | 195 |
|
|
2013
Q2 | $64K | Buy |
+2,076
| New | +$64K | 0.04% | 221 |
|