JMFC
J.M. Forbes & Co’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Hold |
3,102
| – | – | 0.06% | 88 |
|
|
2025
Q1 | $434K | Hold |
3,102
| – | – | 0.04% | 108 |
|
|
2024
Q4 | $517K | Buy |
3,102
+944
| +44% | +$157K | 0.05% | 101 |
|
|
2024
Q3 | $368K | Buy |
2,158
+532
| +33% | +$90.7K | 0.04% | 113 |
|
|
2024
Q2 | $230K | Hold |
1,626
| – | – | 0.02% | 129 |
|
|
2024
Q1 | $204K | Buy |
+1,626
| New | +$204K | 0.02% | 129 |
|
|
2020
Q1 | – | Sell |
-128,423
| Closed | -$6.8M | – | 103 |
|
|
2019
Q4 | $6.8M | Buy |
128,423
+12,890
| +11% | +$683K | 1.11% | 42 |
|
|
2019
Q3 | $6.36M | Buy |
+115,533
| New | +$6.36M | 1.22% | 38 |
|
|
2018
Q1 | – | Sell |
-4,350
| Closed | -$206K | – | 110 |
|
|
2017
Q4 | $206K | Buy |
+4,350
| New | +$206K | 0.05% | 101 |
|
|
2015
Q4 | – | Sell |
-143,291
| Closed | -$5.18M | – | 102 |
|
|
2015
Q3 | $5.18M | Sell |
143,291
-315
| -0.2% | -$11.4K | 1.47% | 35 |
|
|
2015
Q2 | $5.79M | Sell |
143,606
-3,237
| -2% | -$130K | 1.56% | 34 |
|
|
2015
Q1 | $6.34M | Sell |
146,843
-2,697
| -2% | -$116K | 1.68% | 32 |
|
|
2014
Q4 | $6.58M | Buy |
+149,540
| New | +$6.58M | 1.72% | 30 |
|