Middleton & Co’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Sell |
3,880
-100
| -3% | -$21.9K | 0.1% | 102 |
|
|
2025
Q1 | $556K | Sell |
3,980
-107
| -3% | -$15K | 0.07% | 110 |
|
|
2024
Q4 | $681K | Sell |
4,087
-70
| -2% | -$11.7K | 0.08% | 103 |
|
|
2024
Q3 | $708K | Buy |
4,157
+452
| +12% | +$77K | 0.08% | 103 |
|
|
2024
Q2 | $523K | Sell |
3,705
-75
| -2% | -$10.6K | 0.06% | 106 |
|
|
2024
Q1 | $475K | Hold |
3,780
| – | – | 0.05% | 115 |
|
|
2023
Q4 | $399K | Hold |
3,780
| – | – | 0.05% | 119 |
|
|
2023
Q3 | $400K | Hold |
3,780
| – | – | 0.06% | 112 |
|
|
2023
Q2 | $450K | Sell |
3,780
-550
| -13% | -$65.5K | 0.06% | 113 |
|
|
2023
Q1 | $402K | Sell |
4,330
-50
| -1% | -$4.65K | 0.06% | 120 |
|
|
2022
Q4 | $358K | Sell |
4,380
-50
| -1% | -$4.09K | 0.05% | 125 |
|
|
2022
Q3 | $271K | Sell |
4,430
-250
| -5% | -$15.3K | 0.04% | 131 |
|
|
2022
Q2 | $327K | Sell |
4,680
-100
| -2% | -$6.99K | 0.04% | 130 |
|
|
2022
Q1 | $395K | Sell |
4,780
-50
| -1% | -$4.13K | 0.04% | 132 |
|
|
2021
Q4 | $421K | Buy |
4,830
+300
| +7% | +$26.1K | 0.04% | 128 |
|
|
2021
Q3 | $395K | Sell |
4,530
-25
| -0.5% | -$2.18K | 0.04% | 127 |
|
|
2021
Q2 | $355K | Buy |
4,555
+80
| +2% | +$6.24K | 0.04% | 127 |
|
|
2021
Q1 | $314K | Sell |
4,475
-100
| -2% | -$7.02K | 0.04% | 133 |
|
|
2020
Q4 | $296K | Hold |
4,575
| – | – | 0.04% | 133 |
|
|
2020
Q3 | $273K | Sell |
4,575
-150
| -3% | -$8.95K | 0.04% | 124 |
|
|
2020
Q2 | $261K | Sell |
4,725
-2,185
| -32% | -$121K | 0.04% | 134 |
|
|
2020
Q1 | $334K | Hold |
6,910
| – | – | 0.06% | 121 |
|
|
2019
Q4 | $366K | Sell |
6,910
-900
| -12% | -$47.7K | 0.05% | 118 |
|
|
2019
Q3 | $430K | Hold |
7,810
| – | – | 0.07% | 115 |
|
|
2019
Q2 | $445K | Sell |
7,810
-73
| -0.9% | -$4.16K | 0.07% | 113 |
|
|
2019
Q1 | $423K | Sell |
7,883
-1,000
| -11% | -$53.7K | 0.07% | 111 |
|
|
2018
Q4 | $401K | Sell |
8,883
-28,255
| -76% | -$1.28M | 0.07% | 112 |
|
|
2018
Q3 | $1.92M | Sell |
37,138
-180
| -0.5% | -$9.28K | 0.3% | 75 |
|
|
2018
Q2 | $1.64M | Sell |
37,318
-1,063
| -3% | -$46.8K | 0.28% | 81 |
|
|
2018
Q1 | $1.76M | Sell |
38,381
-762
| -2% | -$34.9K | 0.31% | 78 |
|
|
2017
Q4 | $1.85M | Sell |
39,143
-1,985
| -5% | -$93.9K | 0.31% | 81 |
|
|
2017
Q3 | $1.99M | Buy |
41,128
+34,540
| +524% | +$1.67M | 0.36% | 72 |
|
|
2017
Q2 | $330K | Hold |
6,588
| – | – | 0.07% | 124 |
|
|
2017
Q1 | $294K | Sell |
6,588
-200
| -3% | -$8.93K | 0.06% | 136 |
|
|
2016
Q4 | $261K | Sell |
6,788
-600
| -8% | -$23.1K | 0.06% | 142 |
|
|
2016
Q3 | $290K | Buy |
7,388
+1,260
| +21% | +$49.5K | 0.07% | 140 |
|
|
2016
Q2 | $251K | Hold |
6,128
| – | – | 0.06% | 143 |
|
|
2016
Q1 | $251K | Sell |
6,128
-3,348
| -35% | -$137K | 0.06% | 144 |
|
|
2015
Q4 | $346K | Hold |
9,476
| – | – | 0.08% | 131 |
|
|
2015
Q3 | $342K | Buy |
9,476
+2,658
| +39% | +$95.9K | 0.08% | 129 |
|
|
2015
Q2 | $275K | Buy |
6,818
+1,290
| +23% | +$52K | 0.06% | 138 |
|
|
2015
Q1 | $239K | Buy |
5,528
+740
| +15% | +$32K | 0.05% | 144 |
|
|
2014
Q4 | $215K | Sell |
4,788
-940
| -16% | -$42.2K | 0.05% | 149 |
|
|
2014
Q3 | $219K | Hold |
5,728
| – | – | 0.05% | 150 |
|
|
2014
Q2 | $232K | Sell |
5,728
-254
| -4% | -$10.3K | 0.05% | 146 |
|
|
2014
Q1 | $245K | Sell |
5,982
-20
| -0.3% | -$819 | 0.06% | 142 |
|
|
2013
Q4 | $230K | Buy |
+6,002
| New | +$230K | 0.06% | 126 |
|