IPAM
Investment Partners Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Sell |
9,368
-156
| -2% | -$34.1K | 1.42% | 18 |
|
|
2025
Q1 | $1.33M | Buy |
9,524
+826
| +9% | +$115K | 1.05% | 26 |
|
|
2024
Q4 | $1.45M | Buy |
8,698
+1,143
| +15% | +$190K | 1.14% | 22 |
|
|
2024
Q3 | $1.29M | Buy |
7,555
+9
| +0.1% | +$1.53K | 1.05% | 25 |
|
|
2024
Q2 | $1.07M | Sell |
7,546
-1,024
| -12% | -$145K | 0.95% | 31 |
|
|
2024
Q1 | $1.08M | Sell |
8,570
-250
| -3% | -$31.4K | 0.97% | 31 |
|
|
2023
Q4 | $930K | Buy |
+8,820
| New | +$930K | 0.93% | 33 |
|