HBW
Hazlett, Burt & Watson’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Sell |
12,391
-124
| -1% | -$27.1K | 1.11% | 13 |
|
|
2025
Q1 | $1.75M | Sell |
12,515
-320
| -2% | -$44.7K | 0.79% | 28 |
|
|
2024
Q4 | $2.14M | Hold |
12,835
| – | – | 0.95% | 20 |
|
|
2024
Q3 | $2.19M | Buy |
12,835
+1
| +0% | +$170 | 1.01% | 19 |
|
|
2024
Q2 | $1.81M | Buy |
12,834
+7,601
| +145% | +$1.07M | 0.93% | 22 |
|
|
2024
Q1 | $657K | Sell |
5,233
-23
| -0.4% | -$2.89K | 0.39% | 55 |
|
|
2023
Q4 | $554K | Buy |
5,256
+2
| +0% | +$211 | 0.37% | 54 |
|
|
2023
Q3 | $556K | Buy |
5,254
+1
| +0% | +$106 | 0.41% | 48 |
|
|
2023
Q2 | $627K | Buy |
5,253
+428
| +9% | +$51.1K | 0.47% | 37 |
|
|
2023
Q1 | $446K | Buy |
4,825
+25
| +0.5% | +$2.31K | 0.36% | 54 |
|
|
2022
Q4 | $392K | Sell |
4,800
-63
| -1% | -$5.15K | 0.34% | 59 |
|
|
2022
Q3 | $298K | Buy |
4,863
+1
| +0% | +$61 | 0.29% | 73 |
|
|
2022
Q2 | $339K | Hold |
4,862
| – | – | 0.31% | 67 |
|
|
2022
Q1 | $401K | Buy |
+4,862
| New | +$401K | 0.32% | 64 |
|