MAM
McLean Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
5,283
+106
| +2% | +$24.4K | 0.32% | 42 |
|
|
2025
Q1 | $645K | Sell |
5,177
-270
| -5% | -$33.6K | 0.21% | 62 |
|
|
2024
Q4 | $908K | Buy |
5,447
+61
| +1% | +$10.2K | 0.27% | 49 |
|
|
2024
Q3 | $920K | Buy |
5,386
+9
| +0.2% | +$1.54K | 0.28% | 46 |
|
|
2024
Q2 | $764K | Sell |
5,377
-397
| -7% | -$56.4K | 0.25% | 53 |
|
|
2024
Q1 | $712K | Sell |
5,774
-148
| -2% | -$18.2K | 0.24% | 53 |
|
|
2023
Q4 | $608K | Sell |
5,922
-426
| -7% | -$43.8K | 0.23% | 56 |
|
|
2023
Q3 | $696K | Sell |
6,348
-218
| -3% | -$23.9K | 0.29% | 50 |
|
|
2023
Q2 | $782K | Sell |
6,566
-210
| -3% | -$25K | 0.31% | 44 |
|
|
2023
Q1 | $630K | Sell |
6,776
-866
| -11% | -$80.5K | 0.26% | 50 |
|
|
2022
Q4 | $625K | Sell |
7,642
-262
| -3% | -$21.4K | 0.21% | 55 |
|
|
2022
Q3 | $500K | Sell |
7,904
-381
| -5% | -$24.1K | 0.19% | 57 |
|
|
2022
Q2 | $594K | Sell |
8,285
-658
| -7% | -$47.2K | 0.24% | 48 |
|
|
2022
Q1 | $740K | Sell |
8,943
-301
| -3% | -$24.9K | 0.55% | 34 |
|
|
2021
Q4 | $816K | Sell |
9,244
-328
| -3% | -$29K | 0.32% | 37 |
|
|
2021
Q3 | $928K | Sell |
9,572
-290
| -3% | -$28.1K | 0.36% | 33 |
|
|
2021
Q2 | $863K | Sell |
9,862
-294
| -3% | -$25.7K | 0.38% | 33 |
|
|
2021
Q1 | $764K | Sell |
10,156
-601
| -6% | -$45.2K | 0.6% | 31 |
|
|
2020
Q4 | $696K | Buy |
+10,757
| New | +$696K | 0.61% | 31 |
|