Joel Isaacson & Co’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
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|
2025
Q1 | $2.69M | Buy |
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|
2024
Q4 | $3.08M | Buy |
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|
2024
Q3 | $2.34M | Buy |
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|
2024
Q2 | $1.87M | Buy |
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|
2024
Q1 | $1.59M | Hold |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.51M | Hold |
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|
2023
Q1 | $1.18M | Hold |
|
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|
2022
Q4 | $1.04M | Buy |
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|
2022
Q3 | $708K | Buy |
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|
2022
Q2 | $691K | Buy |
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|
2022
Q1 | $757K | Sell |
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|
2021
Q4 | $844K | Hold |
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|
2021
Q3 | $843K | Sell |
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|
2021
Q2 | $804K | Buy |
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|
2021
Q1 | $649K | Buy |
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|
2020
Q4 | $592K | Hold |
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|
2020
Q3 | $546K | Hold |
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|
2020
Q2 | $506K | Buy |
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|
2020
Q1 | $404K | Buy |
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|
2019
Q4 | $432K | Sell |
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|
2019
Q3 | $460K | Sell |
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|
2019
Q2 | $549K | Sell |
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|
2019
Q1 | $546K | Buy |
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|
2018
Q4 | $481K | Buy |
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|
2018
Q3 | $421K | Hold |
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|
2018
Q2 | $360K | Sell |
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|
2018
Q1 | $404K | Hold |
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|
2017
Q4 | $417K | Buy |
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|
2017
Q3 | $405K | Buy |
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|
2017
Q2 | $411K | Buy |
|
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|
2017
Q1 | $365K | Hold |
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|
2016
Q4 | $314K | Hold |
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|
2016
Q3 | $321K | Sell |
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|
2016
Q2 | $355K | Sell |
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|
2016
Q1 | $400K | Buy |
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|
2015
Q4 | $317K | Buy |
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|
2015
Q3 | $286K | Sell |
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|
2015
Q2 | $336K | Buy |
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|
2015
Q1 | $357K | Buy |
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|
2014
Q4 | $353K | Buy |
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|
2014
Q3 | $293K | Buy |
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|
2014
Q2 | $310K | Sell |
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|
2014
Q1 | $318K | Buy |
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|
2013
Q4 | $297K | Sell |
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|
2013
Q3 | $281K | Buy |
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|
2013
Q2 | $260K | Buy |
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