Kenfarb & Co’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.43M | Hold |
13,528
| – | – | 1.31% | 24 |
|
|
2023
Q2 | $1.61M | Sell |
13,528
-3,350
| -20% | -$399K | 1.4% | 21 |
|
|
2023
Q1 | $1.57M | Sell |
16,878
-650
| -4% | -$60.4K | 1.4% | 23 |
|
|
2022
Q4 | $1.43M | Sell |
17,528
-1,150
| -6% | -$94K | 1.27% | 26 |
|
|
2022
Q3 | $1.14M | Hold |
18,678
| – | – | 1.08% | 30 |
|
|
2022
Q2 | $1.55M | Hold |
18,678
| – | – | 1.22% | 28 |
|
|
2022
Q1 | $1.55M | Hold |
18,678
| – | – | 1.22% | 28 |
|
|
2021
Q4 | $1.63M | Buy |
+18,678
| New | +$1.63M | 1.19% | 29 |
|