HPM
Hoxton Planning & Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $705K | Buy |
3,224
+90
| +3% | +$19.7K | 0.24% | 78 |
|
|
2025
Q1 | $438K | Buy |
+3,134
| New | +$438K | 0.17% | 116 |
|
|
2024
Q3 | $533K | Sell |
3,125
-153
| -5% | -$26.1K | 0.21% | 96 |
|
|
2024
Q2 | $463K | Buy |
3,278
+82
| +3% | +$11.6K | 0.22% | 87 |
|
|
2024
Q1 | $401K | Buy |
3,196
+278
| +10% | +$34.9K | 0.19% | 95 |
|
|
2023
Q4 | $308K | Sell |
2,918
-122
| -4% | -$12.9K | 0.16% | 108 |
|
|
2023
Q3 | $322K | Buy |
3,040
+83
| +3% | +$8.79K | 0.21% | 95 |
|
|
2023
Q2 | $352K | Sell |
2,957
-614
| -17% | -$73.1K | 0.22% | 92 |
|
|
2023
Q1 | $332K | Sell |
3,571
-18
| -0.5% | -$1.67K | 0.18% | 107 |
|
|
2022
Q4 | $293K | Buy |
+3,589
| New | +$293K | 0.16% | 124 |
|