Investment House LLC’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
66,306
+169
| +0.3% | +$36.9K | 0.73% | 37 |
|
|
2025
Q1 | $9.25M | Buy |
66,137
+1,791
| +3% | +$250K | 0.53% | 56 |
|
|
2024
Q4 | $10.7M | Sell |
64,346
-92
| -0.1% | -$15.3K | 0.58% | 48 |
|
|
2024
Q3 | $11M | Buy |
64,438
+227
| +0.4% | +$38.7K | 0.59% | 47 |
|
|
2024
Q2 | $9.07M | Buy |
64,211
+100
| +0.2% | +$14.1K | 0.52% | 48 |
|
|
2024
Q1 | $8.05M | Sell |
64,111
-525
| -0.8% | -$65.9K | 0.47% | 57 |
|
|
2023
Q4 | $6.81M | Sell |
64,636
-217
| -0.3% | -$22.9K | 0.48% | 56 |
|
|
2023
Q3 | $6.87M | Buy |
64,853
+1,599
| +3% | +$169K | 0.54% | 52 |
|
|
2023
Q2 | $7.53M | Hold |
63,254
| – | – | 0.56% | 51 |
|
|
2023
Q1 | $5.88M | Sell |
63,254
-873
| -1% | -$81.1K | 0.48% | 61 |
|
|
2022
Q4 | $5.24M | Hold |
64,127
| – | – | 0.49% | 59 |
|
|
2022
Q3 | $3.92M | Buy |
64,127
+2,800
| +5% | +$171K | 0.37% | 65 |
|
|
2022
Q2 | $4.29M | Hold |
61,327
| – | – | 0.38% | 63 |
|
|
2022
Q1 | $5.07M | Sell |
61,327
-1,200
| -2% | -$99.3K | 0.37% | 63 |
|
|
2021
Q4 | $5.45M | Sell |
62,527
-1,950
| -3% | -$170K | 0.35% | 61 |
|
|
2021
Q3 | $5.62M | Buy |
64,477
+200
| +0.3% | +$17.4K | 0.41% | 57 |
|
|
2021
Q2 | $5M | Hold |
64,277
| – | – | 0.35% | 64 |
|
|
2021
Q1 | $4.51M | Sell |
64,277
-3,363
| -5% | -$236K | 0.35% | 65 |
|
|
2020
Q4 | $4.38M | Buy |
67,640
+75
| +0.1% | +$4.85K | 0.31% | 68 |
|
|
2020
Q3 | $4.03M | Sell |
67,565
-350
| -0.5% | -$20.9K | 0.32% | 68 |
|
|
2020
Q2 | $3.75M | Buy |
67,915
+3,385
| +5% | +$187K | 0.33% | 69 |
|
|
2020
Q1 | $3.12M | Sell |
64,530
-3,750
| -5% | -$181K | 0.35% | 67 |
|
|
2019
Q4 | $3.62M | Sell |
68,280
-1,775
| -3% | -$94K | 0.34% | 67 |
|
|
2019
Q3 | $3.86M | Sell |
70,055
-300
| -0.4% | -$16.5K | 0.39% | 66 |
|
|
2019
Q2 | $4.01M | Sell |
70,355
-1,050
| -1% | -$59.8K | 0.42% | 62 |
|
|
2019
Q1 | $3.84M | Sell |
71,405
-500
| -0.7% | -$26.9K | 0.41% | 65 |
|
|
2018
Q4 | $3.25M | Sell |
71,905
-4,175
| -5% | -$189K | 0.4% | 69 |
|
|
2018
Q3 | $3.92M | Sell |
76,080
-2,690
| -3% | -$139K | 0.42% | 64 |
|
|
2018
Q2 | $3.47M | Sell |
78,770
-12,449
| -14% | -$549K | 0.4% | 66 |
|
|
2018
Q1 | $4.17M | Sell |
91,219
-13,242
| -13% | -$606K | 0.51% | 58 |
|
|
2017
Q4 | $4.94M | Buy |
104,461
+3,450
| +3% | +$163K | 0.6% | 55 |
|
|
2017
Q3 | $4.88M | Buy |
101,011
+30,655
| +44% | +$1.48M | 0.64% | 53 |
|
|
2017
Q2 | $3.53M | Buy |
70,356
+1,575
| +2% | +$79K | 0.47% | 65 |
|
|
2017
Q1 | $3.07M | Sell |
68,781
-1,300
| -2% | -$58K | 0.43% | 71 |
|
|
2016
Q4 | $2.7M | Sell |
70,081
-2,165
| -3% | -$83.3K | 0.41% | 72 |
|
|
2016
Q3 | $2.84M | Sell |
72,246
-960
| -1% | -$37.7K | 0.43% | 75 |
|
|
2016
Q2 | $3M | Sell |
73,206
-150
| -0.2% | -$6.14K | 0.48% | 72 |
|
|
2016
Q1 | $3M | Sell |
73,356
-3,525
| -5% | -$144K | 0.48% | 70 |
|
|
2015
Q4 | $2.81M | Sell |
76,881
-4,900
| -6% | -$179K | 0.46% | 72 |
|
|
2015
Q3 | $2.95M | Sell |
81,781
-1,000
| -1% | -$36.1K | 0.51% | 67 |
|
|
2015
Q2 | $3.34M | Sell |
82,781
-200
| -0.2% | -$8.06K | 0.54% | 69 |
|
|
2015
Q1 | $3.58M | Buy |
82,981
+800
| +1% | +$34.5K | 0.58% | 64 |
|
|
2014
Q4 | $3.7M | Hold |
82,181
| – | – | 0.6% | 58 |
|
|
2014
Q3 | $3.15M | Hold |
82,181
| – | – | 0.52% | 62 |
|
|
2014
Q2 | $3.33M | Buy |
82,181
+800
| +1% | +$32.4K | 0.57% | 60 |
|
|
2014
Q1 | $3.33M | Buy |
81,381
+1,275
| +2% | +$52.2K | 0.59% | 58 |
|
|
2013
Q4 | $3.07M | Sell |
80,106
-4,600
| -5% | -$176K | 0.55% | 62 |
|
|
2013
Q3 | $2.81M | Sell |
84,706
-50,671
| -37% | -$1.68M | 0.57% | 65 |
|
|
2013
Q2 | $4.16M | Buy |
+135,377
| New | +$4.16M | 0.9% | 43 |
|