Meridian Investment Counsel’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.64M Hold
25,818
1.54% 9
2025
Q1
$3.61M Sell
25,818
-100
-0.4% -$14K 1.06% 22
2024
Q4
$4.32M Buy
25,918
+200
+0.8% +$33.3K 1.29% 16
2024
Q3
$4.38M Sell
25,718
-1,000
-4% -$170K 1.32% 15
2024
Q2
$3.77M Sell
26,718
-35
-0.1% -$4.94K 1.19% 17
2024
Q1
$3.36M Sell
26,753
-3,241
-11% -$407K 1.12% 20
2023
Q4
$3.16M Sell
29,994
-725
-2% -$76.4K 1.09% 22
2023
Q3
$3.25M Sell
30,719
-1,357
-4% -$144K 1.22% 16
2023
Q2
$3.82M Sell
32,076
-200
-0.6% -$23.8K 1.36% 14
2023
Q1
$3M Hold
32,276
1.14% 21
2022
Q4
$2.64M Sell
32,276
-400
-1% -$32.7K 1.05% 24
2022
Q3
$2M Buy
32,676
+60
+0.2% +$3.67K 0.89% 30
2022
Q2
$2.28M Hold
32,616
0.94% 27
2022
Q1
$2.7M Hold
32,616
0.94% 26
2021
Q4
$2.84M Buy
32,616
+3,483
+12% +$304K 0.95% 27
2021
Q3
$2.54M Sell
29,133
-750
-3% -$65.3K 0.92% 30
2021
Q2
$2.33M Hold
29,883
0.82% 33
2021
Q1
$2.1M Hold
29,883
0.81% 35
2020
Q4
$1.93M Buy
29,883
+2,850
+11% +$184K 0.82% 32
2020
Q3
$1.61M Sell
27,033
-600
-2% -$35.8K 0.78% 35
2020
Q2
$1.53M Buy
27,633
+400
+1% +$22.1K 0.78% 39
2020
Q1
$1.32M Sell
27,233
-350
-1% -$16.9K 0.85% 39
2019
Q4
$1.46M Buy
27,583
+193
+0.7% +$10.2K 0.72% 43
2019
Q3
$1.51M Hold
27,390
0.82% 38
2019
Q2
$1.56M Buy
27,390
+32
+0.1% +$1.82K 0.86% 35
2019
Q1
$1.47M Sell
27,358
-500
-2% -$26.8K 0.86% 37
2018
Q4
$1.26M Buy
27,858
+553
+2% +$25K 0.83% 39
2018
Q3
$1.41M Sell
27,305
-496
-2% -$25.6K 0.77% 42
2018
Q2
$1.23M Buy
27,801
+2,944
+12% +$130K 0.69% 45
2018
Q1
$1.14M Buy
24,857
+738
+3% +$33.8K 0.64% 51
2017
Q4
$1.14M Buy
24,119
+12,705
+111% +$601K 0.62% 53
2017
Q3
$552K Hold
11,414
0.32% 84
2017
Q2
$572K Hold
11,414
0.34% 83
2017
Q1
$509K Hold
11,414
0.31% 90
2016
Q4
$439K Buy
11,414
+295
+3% +$11.3K 0.29% 97
2016
Q3
$437K Buy
11,119
+200
+2% +$7.86K 0.29% 96
2016
Q2
$447K Hold
10,919
0.3% 97
2016
Q1
$447K Buy
10,919
+200
+2% +$8.19K 0.31% 94
2015
Q4
$392K Buy
10,719
+695
+7% +$25.4K 0.29% 96
2015
Q3
$362K Hold
10,024
0.3% 99
2015
Q2
$404K Sell
10,024
-2,000
-17% -$80.6K 0.29% 100
2015
Q1
$519K Hold
12,024
0.36% 88
2014
Q4
$541K Hold
12,024
0.39% 83
2014
Q3
$460K Hold
12,024
0.34% 89
2014
Q2
$487K Buy
12,024
+131
+1% +$5.31K 0.38% 88
2014
Q1
$487K Hold
11,893
0.41% 82
2013
Q4
$455K Buy
+11,893
New +$455K 0.39% 85