MSFP
Mark Sheptoff Financial Planning’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Buy |
600
+100
| +20% | +$21.9K | 0.07% | 108 |
|
|
2025
Q1 | $69.9K | Hold |
500
| – | – | 0.04% | 148 |
|
|
2024
Q4 | $83.3K | Hold |
500
| – | – | 0.04% | 137 |
|
|
2024
Q3 | $85.2K | Sell |
500
-261
| -34% | -$44.5K | 0.05% | 139 |
|
|
2024
Q2 | $107K | Buy |
761
+261
| +52% | +$36.9K | 0.06% | 127 |
|
|
2024
Q1 | $62.8K | Hold |
500
| – | – | 0.03% | 158 |
|
|
2023
Q4 | $52.7K | Hold |
500
| – | – | 0.03% | 154 |
|
|
2023
Q3 | $53K | Hold |
500
| – | – | 0.03% | 144 |
|
|
2023
Q2 | $59.5K | Hold |
500
| – | – | 0.03% | 150 |
|
|
2023
Q1 | $46.5K | Hold |
500
| – | – | 0.03% | 156 |
|
|
2022
Q4 | $40.9K | Hold |
500
| – | – | 0.02% | 163 |
|
|
2022
Q3 | $31K | Buy |
+500
| New | +$31K | 0.02% | 174 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$12K | – | 366 |
|
|
2020
Q3 | $12K | Hold |
200
| – | – | 0.01% | 223 |
|
|
2020
Q2 | $11K | Buy |
+200
| New | +$11K | 0.01% | 254 |
|
|
2018
Q1 | – | Sell |
-6,742
| Closed | -$319K | – | 391 |
|
|
2017
Q4 | $319K | Sell |
6,742
-272
| -4% | -$12.9K | 0.21% | 89 |
|
|
2017
Q3 | $339K | Buy |
7,014
+53
| +0.8% | +$2.56K | 0.23% | 85 |
|
|
2017
Q2 | $349K | Buy |
6,961
+2,803
| +67% | +$141K | 0.24% | 81 |
|
|
2017
Q1 | $185K | Buy |
4,158
+1,802
| +76% | +$80.2K | 0.13% | 108 |
|
|
2016
Q4 | $91K | Sell |
2,356
-29,013
| -92% | -$1.12M | 0.07% | 142 |
|
|
2016
Q3 | $1.23M | Buy |
31,369
+10,201
| +48% | +$401K | 0.92% | 32 |
|
|
2016
Q2 | $866K | Buy |
21,168
+9,680
| +84% | +$396K | 0.65% | 41 |
|
|
2016
Q1 | $470K | Sell |
11,488
-4,599
| -29% | -$188K | 0.38% | 57 |
|
|
2015
Q4 | $588K | Sell |
16,087
-14,886
| -48% | -$544K | 0.48% | 56 |
|
|
2015
Q3 | $1.12M | Sell |
30,973
-362
| -1% | -$13.1K | 0.98% | 28 |
|
|
2015
Q2 | $1.26M | Buy |
31,335
+1,175
| +4% | +$47.4K | 1.02% | 28 |
|
|
2015
Q1 | $1.3M | Buy |
30,160
+1,626
| +6% | +$70.1K | 1.09% | 29 |
|
|
2014
Q4 | $1.28M | Sell |
28,534
-300
| -1% | -$13.5K | 1.13% | 24 |
|
|
2014
Q3 | $1.1M | Buy |
28,834
+501
| +2% | +$19.2K | 0.98% | 29 |
|
|
2014
Q2 | $1.15M | Sell |
28,333
-299
| -1% | -$12.1K | 0.98% | 33 |
|
|
2014
Q1 | $1.17M | Buy |
+28,632
| New | +$1.17M | 1.04% | 31 |
|