JJBC
James J. Burns & Company’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Buy |
2,108
+60
| +3% | +$13.1K | 0.08% | 92 |
|
|
2025
Q1 | $286K | Buy |
2,048
+66
| +3% | +$9.23K | 0.05% | 120 |
|
|
2024
Q4 | $330K | Buy |
1,982
+134
| +7% | +$22.3K | 0.06% | 105 |
|
|
2024
Q3 | $316K | Buy |
1,848
+423
| +30% | +$72.3K | 0.06% | 103 |
|
|
2024
Q2 | $201K | Buy |
+1,425
| New | +$201K | 0.04% | 124 |
|
|
2024
Q1 | – | Sell |
-2,025
| Closed | -$213K | – | 108 |
|
|
2023
Q4 | $213K | Hold |
2,025
| – | – | 0.05% | 116 |
|
|
2023
Q3 | $215K | Hold |
2,025
| – | – | 0.06% | 99 |
|
|
2023
Q2 | $241K | Buy |
+2,025
| New | +$241K | 0.06% | 101 |
|