Middleton & Co’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $959K | Sell |
|
|||||
|
2025
Q2 | $848K | Sell |
|
|||||
|
2025
Q1 | $556K | Sell |
|
|||||
|
2024
Q4 | $681K | Sell |
|
|||||
|
2024
Q3 | $708K | Buy |
|
|||||
|
2024
Q2 | $523K | Sell |
|
|||||
|
2024
Q1 | $475K | Hold |
|
|||||
|
2023
Q4 | $399K | Hold |
|
|||||
|
2023
Q3 | $400K | Hold |
|
|||||
|
2023
Q2 | $450K | Sell |
|
|||||
|
2023
Q1 | $402K | Sell |
|
|||||
|
2022
Q4 | $358K | Sell |
|
|||||
|
2022
Q3 | $271K | Sell |
|
|||||
|
2022
Q2 | $327K | Sell |
|
|||||
|
2022
Q1 | $395K | Sell |
|
|||||
|
2021
Q4 | $421K | Buy |
|
|||||
|
2021
Q3 | $395K | Sell |
|
|||||
|
2021
Q2 | $355K | Buy |
|
|||||
|
2021
Q1 | $314K | Sell |
|
|||||
|
2020
Q4 | $296K | Hold |
|
|||||
|
2020
Q3 | $273K | Sell |
|
|||||
|
2020
Q2 | $261K | Sell |
|
|||||
|
2020
Q1 | $334K | Hold |
|
|||||
|
2019
Q4 | $366K | Sell |
|
|||||
|
2019
Q3 | $430K | Hold |
|
|||||
|
2019
Q2 | $445K | Sell |
|
|||||
|
2019
Q1 | $423K | Sell |
|
|||||
|
2018
Q4 | $401K | Sell |
|
|||||
|
2018
Q3 | $1.92M | Sell |
|
|||||
|
2018
Q2 | $1.64M | Sell |
|
|||||
|
2018
Q1 | $1.76M | Sell |
|
|||||
|
2017
Q4 | $1.85M | Sell |
|
|||||
|
2017
Q3 | $1.99M | Buy |
|
|||||
|
2017
Q2 | $330K | Hold |
|
|||||
|
2017
Q1 | $294K | Sell |
|
|||||
|
2016
Q4 | $261K | Sell |
|
|||||
|
2016
Q3 | $290K | Buy |
|
|||||
|
2016
Q2 | $251K | Hold |
|
|||||
|
2016
Q1 | $251K | Sell |
|
|||||
|
2015
Q4 | $346K | Hold |
|
|||||
|
2015
Q3 | $342K | Buy |
|
|||||
|
2015
Q2 | $275K | Buy |
|
|||||
|
2015
Q1 | $239K | Buy |
|
|||||
|
2014
Q4 | $215K | Sell |
|
|||||
|
2014
Q3 | $219K | Hold |
|
|||||
|
2014
Q2 | $232K | Sell |
|
|||||
|
2014
Q1 | $245K | Sell |
|
|||||
|
2013
Q4 | $230K | Buy |
|