LAM
Lummis Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.51M | Sell |
33,043
-262
| -0.8% | -$59.5K | 4.91% | 5 |
|
|
2025
Q1 | $4.66M | Buy |
33,305
+9,823
| +42% | +$1.38M | 3.24% | 7 |
|
|
2024
Q4 | $3.91M | Sell |
23,482
-1,307
| -5% | -$218K | 4.96% | 5 |
|
|
2024
Q3 | $4.22M | Buy |
24,789
+1,044
| +4% | +$178K | 4.93% | 5 |
|
|
2024
Q2 | $3.35M | Sell |
23,745
-62
| -0.3% | -$8.75K | 4.43% | 6 |
|
|
2024
Q1 | $2.99M | Sell |
23,807
-5,273
| -18% | -$662K | 4.01% | 5 |
|
|
2023
Q4 | $3.49M | Buy |
+29,080
| New | +$3.49M | 2.67% | 7 |
|