Ironwood Investment Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $265K | Buy |
+1,211
| New | +$265K | 0.13% | 135 |
|
2025
Q1 | – | Sell |
-1,211
| Closed | -$202K | – | 167 |
|
2024
Q4 | $202K | Sell |
1,211
-50
| -4% | -$8.33K | 0.1% | 150 |
|
2024
Q3 | $215K | Sell |
1,261
-429
| -25% | -$73.1K | 0.1% | 146 |
|
2024
Q2 | $239K | Hold |
1,690
| – | – | 0.13% | 136 |
|
2024
Q1 | $212K | Buy |
+1,690
| New | +$212K | 0.1% | 150 |
|
2023
Q4 | – | Sell |
-1,915
| Closed | -$203K | – | 168 |
|
2023
Q3 | $203K | Sell |
1,915
-185
| -9% | -$19.6K | 0.12% | 143 |
|
2023
Q2 | $250K | Buy |
+2,100
| New | +$250K | 0.14% | 136 |
|