Ironwood Investment Counsel’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $814K | Buy |
3,723
+1,161
| +45% | +$254K | 0.13% | 129 |
|
2025
Q1 | $358K | Buy |
2,562
+202
| +9% | +$28.2K | 0.06% | 185 |
|
2024
Q4 | $393K | Sell |
2,360
-74
| -3% | -$12.3K | 0.07% | 183 |
|
2024
Q3 | $415K | Hold |
2,434
| – | – | 0.07% | 184 |
|
2024
Q2 | $344K | Sell |
2,434
-332
| -12% | -$46.9K | 0.06% | 196 |
|
2024
Q1 | $347K | Buy |
+2,766
| New | +$347K | 0.06% | 196 |
|
2022
Q2 | – | Sell |
-2,422
| Closed | -$200K | – | 209 |
|
2022
Q1 | $200K | Buy |
+2,422
| New | +$200K | 0.05% | 208 |
|
2021
Q3 | – | Sell |
-3,056
| Closed | -$237K | – | 208 |
|
2021
Q2 | $237K | Sell |
3,056
-1,385
| -31% | -$107K | 0.06% | 179 |
|
2021
Q1 | $311K | Buy |
4,441
+11
| +0.2% | +$770 | 0.09% | 150 |
|
2020
Q4 | $286K | Buy |
4,430
+61
| +1% | +$3.94K | 0.07% | 172 |
|
2020
Q3 | $260K | Sell |
4,369
-461
| -10% | -$27.4K | 0.07% | 167 |
|
2020
Q2 | $266K | Sell |
4,830
-78
| -2% | -$4.3K | 0.08% | 158 |
|
2020
Q1 | $237K | Buy |
4,908
+285
| +6% | +$13.8K | 0.09% | 144 |
|
2019
Q4 | $244K | Buy |
4,623
+312
| +7% | +$16.5K | 0.08% | 154 |
|
2019
Q3 | $237K | Buy |
4,311
+620
| +17% | +$34.1K | 0.09% | 153 |
|
2019
Q2 | $210K | Buy |
+3,691
| New | +$210K | 0.08% | 156 |
|