Hellman Jordan Management Company’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-17,963
| Closed | -$1.26M | – | 58 |
|
|
2022
Q2 | $1.26M | Buy |
+17,963
| New | +$1.26M | 1.69% | 22 |
|
|
2018
Q3 | – | Sell |
-16,380
| Closed | -$722K | – | 51 |
|
|
2018
Q2 | $722K | Sell |
16,380
-10,827
| -40% | -$477K | 0.58% | 39 |
|
|
2018
Q1 | $1.25M | Hold |
27,207
| – | – | 2.06% | 11 |
|
|
2017
Q4 | $1.29M | Hold |
27,207
| – | – | 2.03% | 11 |
|
|
2017
Q3 | $1.32M | Sell |
27,207
-2,093
| -7% | -$101K | 2.86% | 4 |
|
|
2017
Q2 | $1.47M | Buy |
+29,300
| New | +$1.47M | 3.16% | 3 |
|