ICW Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Buy |
3,437
+365
| +12% | +$79.8K | 0.3% | 106 |
|
|
2025
Q1 | $429K | Buy |
3,072
+51
| +2% | +$7.13K | 0.18% | 122 |
|
|
2024
Q4 | $503K | Buy |
3,021
+6
| +0.2% | +$1K | 0.21% | 117 |
|
|
2024
Q3 | $514K | Buy |
3,015
+154
| +5% | +$26.2K | 0.21% | 117 |
|
|
2024
Q2 | $404K | Buy |
2,861
+32
| +1% | +$4.52K | 0.18% | 121 |
|
|
2024
Q1 | $355K | Buy |
2,829
+400
| +16% | +$50.3K | 0.16% | 127 |
|
|
2023
Q4 | $256K | Buy |
2,429
+368
| +18% | +$38.8K | 0.12% | 134 |
|
|
2023
Q3 | $218K | Buy |
2,061
+20
| +1% | +$2.12K | 0.12% | 134 |
|
|
2023
Q2 | $243K | Buy |
+2,041
| New | +$243K | 0.13% | 128 |
|
|
2020
Q1 | – | Sell |
-1,385
| Closed | -$73K | – | 153 |
|
|
2019
Q4 | $73K | Buy |
+1,385
| New | +$73K | 0.06% | 133 |
|