KTM
Keeler Thomas Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,373
| Closed | -$229K | – | 82 |
|
|
2024
Q4 | $229K | Hold |
1,373
| – | – | 0.08% | 66 |
|
|
2024
Q3 | $234K | Buy |
+1,373
| New | +$234K | 0.07% | 67 |
|
|
2023
Q1 | – | Sell |
-7,430
| Closed | -$607K | – | 82 |
|
|
2022
Q4 | $607K | Sell |
7,430
-4,967
| -40% | -$406K | 0.31% | 58 |
|
|
2022
Q3 | $757K | Sell |
12,397
-29,655
| -71% | -$1.81M | 0.38% | 47 |
|
|
2022
Q2 | $2.94M | Sell |
42,052
-15,775
| -27% | -$1.1M | 1.45% | 25 |
|
|
2022
Q1 | $4.78M | Buy |
57,827
+3,610
| +7% | +$299K | 2.3% | 16 |
|
|
2021
Q4 | $4.73M | Buy |
54,217
+1,927
| +4% | +$168K | 2.05% | 21 |
|
|
2021
Q3 | $4.56M | Buy |
52,290
+129
| +0.2% | +$11.2K | 2.17% | 13 |
|
|
2021
Q2 | $4.06M | Buy |
52,161
+465
| +0.9% | +$36.2K | 1.99% | 15 |
|
|
2021
Q1 | $3.63M | Buy |
51,696
+7,668
| +17% | +$538K | 1.91% | 22 |
|
|
2020
Q4 | $2.85M | Buy |
+44,028
| New | +$2.85M | 1.6% | 27 |
|
|
2018
Q1 | – | Sell |
-1,000
| Closed | -$47K | – | 117 |
|
|
2017
Q4 | $47K | Buy |
+1,000
| New | +$47K | 0.04% | 87 |
|