Kimelman & Baird’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.09K | Hold |
5
| – | – | ﹤0.01% | 300 |
|
2025
Q1 | $700 | Hold |
5
| – | – | ﹤0.01% | 310 |
|
2024
Q4 | $834 | Hold |
5
| – | – | ﹤0.01% | 317 |
|
2024
Q3 | $852 | Hold |
5
| – | – | ﹤0.01% | 323 |
|
2024
Q2 | $706 | Buy |
+5
| New | +$706 | ﹤0.01% | 338 |
|
2015
Q2 | $6.15M | Buy |
152,563
+5,328
| +4% | +$215K | 1.05% | 33 |
|
2015
Q1 | $6.35M | Sell |
147,235
-200
| -0.1% | -$8.63K | 1.16% | 32 |
|
2014
Q4 | $6.63M | Sell |
147,435
-3,050
| -2% | -$137K | 1.19% | 30 |
|
2014
Q3 | $5.76M | Sell |
150,485
-3,100
| -2% | -$119K | 1.09% | 36 |
|
2014
Q2 | $6.23M | Buy |
153,585
+19,385
| +14% | +$786K | 1.1% | 33 |
|
2014
Q1 | $5.49M | Sell |
134,200
-18,050
| -12% | -$738K | 1.02% | 33 |
|
2013
Q4 | $5.83M | Sell |
152,250
-2,600
| -2% | -$99.5K | 1.11% | 32 |
|
2013
Q3 | $5.14M | Sell |
154,850
-2,800
| -2% | -$92.9K | 1.03% | 35 |
|
2013
Q2 | $4.84M | Buy |
+157,650
| New | +$4.84M | 1.02% | 37 |
|