JCM
Jacobsen Capital Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
2,980
+272
| +10% | +$59.5K | 0.24% | 39 |
|
|
2025
Q1 | $379K | Buy |
2,708
+267
| +11% | +$37.3K | 0.16% | 54 |
|
|
2024
Q4 | $407K | Buy |
2,441
+37
| +2% | +$6.17K | 0.17% | 46 |
|
|
2024
Q3 | $410K | Buy |
2,404
+19
| +0.8% | +$3.24K | 0.17% | 49 |
|
|
2024
Q2 | $337K | Buy |
2,385
+498
| +26% | +$70.3K | 0.15% | 56 |
|
|
2024
Q1 | $237K | Buy |
+1,887
| New | +$237K | 0.11% | 75 |
|