JIC
Joel Isaacson & Co’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
19,248
+6
| +0% | +$1.31K | 0.17% | 60 |
|
|
2025
Q1 | $2.69M | Buy |
19,242
+751
| +4% | +$105K | 0.12% | 82 |
|
|
2024
Q4 | $3.08M | Buy |
18,491
+4,752
| +35% | +$792K | 0.14% | 69 |
|
|
2024
Q3 | $2.34M | Buy |
13,739
+461
| +3% | +$78.6K | 0.11% | 86 |
|
|
2024
Q2 | $1.87M | Buy |
13,278
+617
| +5% | +$87.1K | 0.1% | 95 |
|
|
2024
Q1 | $1.59M | Hold |
12,661
| – | – | 0.09% | 101 |
|
|
2023
Q4 | $1.33M | Buy |
12,661
+197
| +2% | +$20.8K | 0.08% | 104 |
|
|
2023
Q3 | $1.32M | Sell |
12,464
-240
| -2% | -$25.4K | 0.09% | 95 |
|
|
2023
Q2 | $1.51M | Hold |
12,704
| – | – | 0.1% | 94 |
|
|
2023
Q1 | $1.18M | Hold |
12,704
| – | – | 0.08% | 102 |
|
|
2022
Q4 | $1.04M | Buy |
12,704
+1,115
| +10% | +$91.1K | 0.08% | 110 |
|
|
2022
Q3 | $708K | Buy |
11,589
+1,700
| +17% | +$104K | 0.06% | 131 |
|
|
2022
Q2 | $691K | Buy |
9,889
+214
| +2% | +$15K | 0.06% | 133 |
|
|
2022
Q1 | $757K | Sell |
9,675
-1
| -0% | -$78 | 0.06% | 139 |
|
|
2021
Q4 | $844K | Hold |
9,676
| – | – | 0.06% | 134 |
|
|
2021
Q3 | $843K | Sell |
9,676
-649
| -6% | -$56.5K | 0.06% | 127 |
|
|
2021
Q2 | $804K | Buy |
10,325
+1,075
| +12% | +$83.7K | 0.06% | 128 |
|
|
2021
Q1 | $649K | Buy |
9,250
+100
| +1% | +$7.02K | 0.06% | 129 |
|
|
2020
Q4 | $592K | Hold |
9,150
| – | – | 0.06% | 132 |
|
|
2020
Q3 | $546K | Hold |
9,150
| – | – | 0.07% | 118 |
|
|
2020
Q2 | $506K | Buy |
9,150
+800
| +10% | +$44.2K | 0.07% | 117 |
|
|
2020
Q1 | $404K | Buy |
8,350
+200
| +2% | +$9.68K | 0.07% | 120 |
|
|
2019
Q4 | $432K | Sell |
8,150
-210
| -3% | -$11.1K | 0.06% | 141 |
|
|
2019
Q3 | $460K | Sell |
8,360
-1,281
| -13% | -$70.5K | 0.07% | 130 |
|
|
2019
Q2 | $549K | Sell |
9,641
-517
| -5% | -$29.4K | 0.08% | 119 |
|
|
2019
Q1 | $546K | Buy |
10,158
+205
| +2% | +$11K | 0.08% | 127 |
|
|
2018
Q4 | $481K | Buy |
9,953
+1,780
| +22% | +$86K | 0.08% | 134 |
|
|
2018
Q3 | $421K | Hold |
8,173
| – | – | 0.07% | 138 |
|
|
2018
Q2 | $360K | Sell |
8,173
-650
| -7% | -$28.6K | 0.06% | 148 |
|
|
2018
Q1 | $404K | Hold |
8,823
| – | – | 0.07% | 132 |
|
|
2017
Q4 | $417K | Buy |
8,823
+450
| +5% | +$21.3K | 0.07% | 128 |
|
|
2017
Q3 | $405K | Buy |
8,373
+176
| +2% | +$8.51K | 0.07% | 124 |
|
|
2017
Q2 | $411K | Buy |
8,197
+24
| +0.3% | +$1.2K | 0.08% | 114 |
|
|
2017
Q1 | $365K | Hold |
8,173
| – | – | 0.07% | 117 |
|
|
2016
Q4 | $314K | Hold |
8,173
| – | – | 0.06% | 123 |
|
|
2016
Q3 | $321K | Sell |
8,173
-507
| -6% | -$19.9K | 0.07% | 126 |
|
|
2016
Q2 | $355K | Sell |
8,680
-1,100
| -11% | -$45K | 0.08% | 119 |
|
|
2016
Q1 | $400K | Buy |
9,780
+1,100
| +13% | +$45K | 0.09% | 108 |
|
|
2015
Q4 | $317K | Buy |
8,680
+757
| +10% | +$27.6K | 0.08% | 123 |
|
|
2015
Q3 | $286K | Sell |
7,923
-425
| -5% | -$15.3K | 0.08% | 118 |
|
|
2015
Q2 | $336K | Buy |
8,348
+75
| +0.9% | +$3.02K | 0.09% | 115 |
|
|
2015
Q1 | $357K | Buy |
8,273
+413
| +5% | +$17.8K | 0.09% | 110 |
|
|
2014
Q4 | $353K | Buy |
7,860
+214
| +3% | +$9.61K | 0.09% | 98 |
|
|
2014
Q3 | $293K | Buy |
7,646
+3
| +0% | +$115 | 0.09% | 95 |
|
|
2014
Q2 | $310K | Sell |
7,643
-132
| -2% | -$5.35K | 0.1% | 91 |
|
|
2014
Q1 | $318K | Buy |
7,775
+3
| +0% | +$123 | 0.11% | 85 |
|
|
2013
Q4 | $297K | Sell |
7,772
-696
| -8% | -$26.6K | 0.11% | 82 |
|
|
2013
Q3 | $281K | Buy |
8,468
+4
| +0% | +$133 | 0.11% | 79 |
|
|
2013
Q2 | $260K | Buy |
+8,464
| New | +$260K | 0.12% | 77 |
|