Miller Investment 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
$2.15M Hold
9,823
0.23% 40
2025
Q1
$1.37M Sell
9,823
-720
-7% -$101K 0.15% 52
2024
Q4
$1.76M Hold
10,543
0.19% 46
2024
Q3
$1.8M Hold
10,543
0.19% 49
2024
Q2
$1.49M Hold
10,543
0.18% 53
2024
Q1
$1.32M Hold
10,543
0.17% 56
2023
Q4
$1.11M Hold
10,543
0.16% 57
2023
Q3
$1.12M Buy
10,543
+720
+7% +$76.3K 0.18% 56
2023
Q2
$1.17M Hold
9,823
0.18% 54
2023
Q1
$913K Hold
9,823
0.15% 60
2022
Q4
$803K Hold
9,823
0.14% 62
2022
Q3
$600K Hold
9,823
0.13% 60
2022
Q2
$686K Hold
9,823
0.14% 56
2022
Q1
$813K Hold
9,823
0.13% 55
2021
Q4
$857K Hold
9,823
0.12% 55
2021
Q3
$856K Hold
9,823
0.15% 51
2021
Q2
$765K Hold
9,823
0.13% 51
2021
Q1
$689K Hold
9,823
0.13% 53
2020
Q4
$635K Sell
9,823
-23
-0.2% -$1.49K 0.12% 55
2020
Q3
$588K Hold
9,846
0.14% 50
2020
Q2
$544K Hold
9,846
0.16% 48
2020
Q1
$476K Hold
9,846
0.15% 49
2019
Q4
$522K Hold
9,846
0.12% 54
2019
Q3
$542K Hold
9,846
0.12% 53
2019
Q2
$561K Hold
9,846
0.13% 54
2019
Q1
$529K Hold
9,846
0.14% 53
2018
Q4
$445K Sell
9,846
-18
-0.2% -$814 0.13% 52
2018
Q3
$509K Hold
9,864
0.15% 55
2018
Q2
$435K Hold
9,864
0.13% 60
2018
Q1
$451K Buy
9,864
+41
+0.4% +$1.88K 0.15% 55
2017
Q4
$464K Hold
9,823
0.14% 54
2017
Q3
$475K Hold
9,823
0.15% 53
2017
Q2
$493K Hold
9,823
0.17% 51
2017
Q1
$438K Hold
9,823
0.16% 51
2016
Q4
$378K Hold
9,823
0.12% 54
2016
Q3
$386K Hold
9,823
0.14% 53
2016
Q2
$402K Hold
9,823
0.16% 51
2016
Q1
$402K Hold
9,823
0.18% 47
2015
Q4
$359K Hold
9,823
0.14% 51
2015
Q3
$355K Hold
9,823
0.14% 51
2015
Q2
$396K Hold
9,823
0.15% 53
2015
Q1
$424K Hold
9,823
0.15% 54
2014
Q4
$442K Sell
9,823
-1,375
-12% -$61.9K 0.17% 50
2014
Q3
$429K Hold
11,198
0.21% 49
2014
Q2
$454K Hold
11,198
0.2% 50
2014
Q1
$458K Hold
11,198
0.26% 47
2013
Q4
$428K Hold
11,198
0.24% 49
2013
Q3
$371K Hold
11,198
0.22% 48
2013
Q2
$344K Buy
+11,198
New +$344K 0.25% 51