IFAM
Institutional & Family Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.51M | Sell |
39,028
-2,218
| -5% | -$313K | 0.84% | 25 |
|
|
2024
Q1 | $5.18M | Buy |
41,246
+111
| +0.3% | +$13.9K | 0.83% | 28 |
|
|
2023
Q4 | $4.34M | Sell |
41,135
-166
| -0.4% | -$17.5K | 0.71% | 46 |
|
|
2023
Q3 | $4.37M | Sell |
41,301
-280
| -0.7% | -$29.7K | 0.72% | 45 |
|
|
2023
Q2 | $4.95M | Sell |
41,581
-13,715
| -25% | -$1.63M | 0.81% | 39 |
|
|
2023
Q1 | $5.14M | Buy |
55,296
+984
| +2% | +$91.4K | 0.85% | 33 |
|
|
2022
Q4 | $4.44M | Sell |
54,312
-146
| -0.3% | -$11.9K | 0.74% | 46 |
|
|
2022
Q3 | $3.33M | Buy |
54,458
+2,858
| +6% | +$175K | 0.59% | 59 |
|
|
2022
Q2 | $3.61M | Buy |
51,600
+3,379
| +7% | +$236K | 0.62% | 53 |
|
|
2022
Q1 | $3.99M | Buy |
48,221
+867
| +2% | +$71.7K | 0.62% | 50 |
|
|
2021
Q4 | $4.13M | Sell |
47,354
-782
| -2% | -$68.2K | 0.64% | 45 |
|
|
2021
Q3 | $4.19M | Sell |
48,136
-4,770
| -9% | -$416K | 0.67% | 38 |
|
|
2021
Q2 | $4.12M | Buy |
52,906
+7,532
| +17% | +$586K | 0.68% | 43 |
|
|
2021
Q1 | $3.18M | Buy |
45,374
+1,351
| +3% | +$94.8K | 0.62% | 49 |
|
|
2020
Q4 | $2.85M | Sell |
44,023
-2,351
| -5% | -$152K | 0.6% | 62 |
|
|
2020
Q3 | $2.77M | Sell |
46,374
-9,209
| -17% | -$550K | 0.64% | 53 |
|
|
2020
Q2 | $3.07M | Buy |
55,583
+435
| +0.8% | +$24K | 0.64% | 64 |
|
|
2020
Q1 | $2.67M | Sell |
55,148
-2,495
| -4% | -$121K | 0.61% | 67 |
|
|
2019
Q4 | $3.05M | Buy |
57,643
+835
| +1% | +$44.2K | 0.65% | 63 |
|
|
2019
Q3 | $3.13M | Sell |
56,808
-1,500
| -3% | -$82.5K | 0.69% | 59 |
|
|
2019
Q2 | $3.32M | Sell |
58,308
-3,169
| -5% | -$181K | 0.72% | 55 |
|
|
2019
Q1 | $3.3M | Sell |
61,477
-2,864
| -4% | -$154K | 0.7% | 57 |
|
|
2018
Q4 | $2.91M | Sell |
64,341
-7,126
| -10% | -$322K | 0.65% | 60 |
|
|
2018
Q3 | $3.69M | Sell |
71,467
-124
| -0.2% | -$6.39K | 0.73% | 45 |
|
|
2018
Q2 | $3.15M | Buy |
71,591
+3,936
| +6% | +$173K | 0.66% | 59 |
|
|
2018
Q1 | $3.1M | Sell |
67,655
-20,422
| -23% | -$934K | 0.65% | 67 |
|
|
2017
Q4 | $4.16M | Buy |
88,077
+34,501
| +64% | +$1.63M | 0.8% | 57 |
|
|
2017
Q3 | $2.59M | Buy |
+53,576
| New | +$2.59M | 0.52% | 64 |
|