Mendel Money Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
+1,247
| New | +$273K | 0.12% | 128 |
|
|
2024
Q1 | – | Sell |
-4,495
| Closed | -$474K | – | 132 |
|
|
2023
Q4 | $474K | Hold |
4,495
| – | – | 0.23% | 86 |
|
|
2023
Q3 | $476K | Buy |
4,495
+72
| +2% | +$7.63K | 0.26% | 79 |
|
|
2023
Q2 | $527K | Hold |
4,423
| – | – | 0.27% | 73 |
|
|
2023
Q1 | $411K | Hold |
4,423
| – | – | 0.22% | 85 |
|
|
2022
Q4 | $362K | Hold |
4,423
| – | – | 0.21% | 91 |
|
|
2022
Q3 | $270K | Hold |
4,423
| – | – | 0.17% | 101 |
|
|
2022
Q2 | $309K | Hold |
4,423
| – | – | 0.18% | 92 |
|
|
2022
Q1 | $366K | Hold |
4,423
| – | – | 0.18% | 98 |
|
|
2021
Q4 | $386K | Hold |
4,423
| – | – | 0.22% | 56 |
|
|
2021
Q3 | $385K | Hold |
4,423
| – | – | 0.24% | 55 |
|
|
2021
Q2 | $344K | Sell |
4,423
-25
| -0.6% | -$1.94K | 0.22% | 54 |
|
|
2021
Q1 | $312K | Hold |
4,448
| – | – | 0.2% | 54 |
|
|
2020
Q4 | $288K | Hold |
4,448
| – | – | 0.2% | 52 |
|
|
2020
Q3 | $266K | Hold |
4,448
| – | – | 0.21% | 53 |
|
|
2020
Q2 | $246K | Buy |
+4,448
| New | +$246K | 0.22% | 50 |
|