Kozak & Associates’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $387K | Buy |
|
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|
2025
Q2 | $352K | Sell |
|
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|
2025
Q1 | $211K | Buy |
|
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|
2024
Q4 | $260K | Buy |
|
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|
2024
Q3 | $259K | Buy |
|
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|
2024
Q2 | $177K | Hold |
|
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|
2024
Q1 | $150K | Buy |
|
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|
2023
Q4 | $130K | Buy |
|
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|
2023
Q3 | $134K | Buy |
|
|||||
|
2023
Q2 | $136K | Buy |
|
|||||
|
2023
Q1 | $108K | Buy |
|
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|
2022
Q4 | $94K | Buy |
|
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|
2022
Q3 | $72K | Sell |
|
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|
2022
Q2 | $109K | Buy |
|
|||||
|
2022
Q1 | $120K | Hold |
|
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|
2021
Q4 | $120K | Buy |
|
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|
2021
Q3 | $146K | Buy |
|