Kohmann Bosshard Financial Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Hold |
1,504
| – | – | 0.04% | 139 |
|
|
2025
Q1 | $210K | Sell |
1,504
-9
| -0.6% | -$1.26K | 0.02% | 207 |
|
|
2024
Q4 | $252K | Buy |
1,513
+9
| +0.6% | +$1.5K | 0.03% | 173 |
|
|
2024
Q3 | $256K | Buy |
+1,504
| New | +$256K | 0.03% | 175 |
|
|
2020
Q3 | – | Sell |
-1,810
| Closed | -$101K | – | 117 |
|
|
2020
Q2 | $101K | Sell |
1,810
-700
| -28% | -$39.1K | 0.04% | 124 |
|
|
2020
Q1 | $121K | Buy |
+2,510
| New | +$121K | 0.05% | 101 |
|
|
2019
Q3 | – | Sell |
-3,245
| Closed | -$185K | – | 117 |
|
|
2019
Q2 | $185K | Buy |
3,245
+1,375
| +74% | +$78.4K | 0.08% | 83 |
|
|
2019
Q1 | $100K | Sell |
1,870
-1,000
| -35% | -$53.5K | 0.05% | 102 |
|
|
2018
Q4 | $130K | Hold |
2,870
| – | – | 0.07% | 87 |
|
|
2018
Q3 | $148K | Hold |
2,870
| – | – | 0.07% | 78 |
|
|
2018
Q2 | $126K | Buy |
+2,870
| New | +$126K | 0.07% | 81 |
|