Klingman & Associates’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11M | Buy |
14,215
+1,904
| +15% | +$416K | 0.17% | 59 |
|
|
2025
Q1 | $1.72M | Buy |
12,311
+338
| +3% | +$47.3K | 0.11% | 78 |
|
|
2024
Q4 | $2M | Buy |
11,973
+482
| +4% | +$80.3K | 0.12% | 72 |
|
|
2024
Q3 | $1.96M | Buy |
11,491
+29
| +0.3% | +$4.94K | 0.12% | 74 |
|
|
2024
Q2 | $1.62M | Buy |
11,462
+264
| +2% | +$37.3K | 0.11% | 74 |
|
|
2024
Q1 | $1.41M | Sell |
11,198
-1
| -0% | -$126 | 0.1% | 80 |
|
|
2023
Q4 | $1.18M | Hold |
11,199
| – | – | 0.09% | 84 |
|
|
2023
Q3 | $1.19M | Sell |
11,199
-1,019
| -8% | -$108K | 0.1% | 82 |
|
|
2023
Q2 | $1.46M | Buy |
12,218
+4,539
| +59% | +$541K | 0.12% | 70 |
|
|
2023
Q1 | $714K | Sell |
7,679
-148
| -2% | -$13.8K | 0.06% | 103 |
|
|
2022
Q4 | $640K | Buy |
7,827
+186
| +2% | +$15.2K | 0.06% | 103 |
|
|
2022
Q3 | $467K | Buy |
7,641
+127
| +2% | +$7.76K | 0.05% | 112 |
|
|
2022
Q2 | $525K | Sell |
7,514
-14
| -0.2% | -$978 | 0.05% | 105 |
|
|
2022
Q1 | $622K | Buy |
+7,528
| New | +$622K | 0.05% | 102 |
|
|
2021
Q2 | – | Sell |
-2,883
| Closed | -$202K | – | 171 |
|
|
2021
Q1 | $202K | Buy |
+2,883
| New | +$202K | 0.02% | 167 |
|
|
2016
Q4 | – | Sell |
-1,500
| Closed | -$59K | – | 251 |
|
|
2016
Q3 | $59K | Hold |
1,500
| – | – | 0.02% | 176 |
|
|
2016
Q2 | $61K | Sell |
1,500
-968
| -39% | -$39.4K | 0.02% | 177 |
|
|
2016
Q1 | $101K | Hold |
2,468
| – | – | 0.04% | 139 |
|
|
2015
Q4 | $90K | Sell |
2,468
-968
| -28% | -$35.3K | 0.03% | 172 |
|
|
2015
Q3 | $124K | Hold |
3,436
| – | – | 0.05% | 139 |
|
|
2015
Q2 | $138K | Hold |
3,436
| – | – | 0.05% | 104 |
|
|
2015
Q1 | $148K | Hold |
3,436
| – | – | 0.06% | 97 |
|
|
2014
Q4 | $154K | Buy |
+3,436
| New | +$154K | 0.06% | 93 |
|