JBA
Johnson Bixby & Associates’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Hold |
3,400
| – | – | 0.1% | 55 |
|
|
2025
Q1 | $475K | Hold |
3,400
| – | – | 0.07% | 67 |
|
|
2024
Q4 | $567K | Sell |
3,400
-100
| -3% | -$16.7K | 0.09% | 62 |
|
|
2024
Q3 | $596K | Buy |
3,500
+100
| +3% | +$17K | 0.09% | 60 |
|
|
2024
Q2 | $480K | Hold |
3,400
| – | – | 0.08% | 64 |
|
|
2024
Q1 | $427K | Hold |
3,400
| – | – | 0.07% | 72 |
|
|
2023
Q4 | $358K | Hold |
3,400
| – | – | 0.07% | 73 |
|
|
2023
Q3 | $360K | Buy |
3,400
+202
| +6% | +$21.4K | 0.08% | 67 |
|
|
2023
Q2 | $381K | Hold |
3,198
| – | – | 0.08% | 69 |
|
|
2023
Q1 | $297K | Hold |
3,198
| – | – | 0.07% | 79 |
|
|
2022
Q4 | $261K | Buy |
+3,198
| New | +$261K | 0.06% | 85 |
|
|
2022
Q3 | – | Sell |
-3,198
| Closed | -$223K | – | 100 |
|
|
2022
Q2 | $223K | Hold |
3,198
| – | – | 0.05% | 94 |
|
|
2022
Q1 | $265K | Hold |
3,198
| – | – | 0.07% | 77 |
|
|
2021
Q4 | $279K | Hold |
3,198
| – | – | 0.07% | 71 |
|
|
2021
Q3 | $279K | Hold |
3,198
| – | – | 0.08% | 68 |
|
|
2021
Q2 | $284K | Hold |
3,198
| – | – | 0.08% | 68 |
|
|
2021
Q1 | $224K | Hold |
3,198
| – | – | 0.07% | 73 |
|
|
2020
Q4 | $207K | Buy |
+3,198
| New | +$207K | 0.07% | 74 |
|