MFT
Moisand Fitzgerald Tamayo’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $813K | Hold |
3,719
| – | – | 0.1% | 59 |
|
|
2025
Q1 | $520K | Sell |
3,719
-240
| -6% | -$33.6K | 0.07% | 68 |
|
|
2024
Q4 | $660K | Sell |
3,959
-91
| -2% | -$15.2K | 0.09% | 63 |
|
|
2024
Q3 | $690K | Buy |
4,050
+737
| +22% | +$126K | 0.09% | 61 |
|
|
2024
Q2 | $468K | Hold |
3,313
| – | – | 0.07% | 69 |
|
|
2024
Q1 | $416K | Sell |
3,313
-320
| -9% | -$40.2K | 0.06% | 71 |
|
|
2023
Q4 | $383K | Sell |
3,633
-28
| -0.8% | -$2.95K | 0.07% | 76 |
|
|
2023
Q3 | $388K | Buy |
3,661
+65
| +2% | +$6.89K | 0.08% | 71 |
|
|
2023
Q2 | $428K | Hold |
3,596
| – | – | 0.09% | 70 |
|
|
2023
Q1 | $334K | Hold |
3,596
| – | – | 0.07% | 81 |
|
|
2022
Q4 | $294K | Buy |
3,596
+105
| +3% | +$8.58K | 0.07% | 82 |
|
|
2022
Q3 | $213K | Hold |
3,491
| – | – | 0.06% | 91 |
|
|
2022
Q2 | $244K | Buy |
3,491
+3,439
| +6,613% | +$240K | 0.07% | 86 |
|
|
2022
Q1 | $4K | Hold |
52
| – | – | ﹤0.01% | 295 |
|
|
2021
Q4 | $5K | Hold |
52
| – | – | ﹤0.01% | 300 |
|
|
2021
Q3 | $5K | Hold |
52
| – | – | ﹤0.01% | 294 |
|
|
2021
Q2 | $4K | Hold |
52
| – | – | ﹤0.01% | 337 |
|
|
2021
Q1 | $4K | Hold |
52
| – | – | ﹤0.01% | 280 |
|
|
2020
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 292 |
|
|
2020
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 275 |
|
|
2020
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 258 |
|
|
2020
Q1 | $3K | Sell |
52
-137
| -72% | -$7.9K | ﹤0.01% | 221 |
|
|
2019
Q4 | $10K | Sell |
189
-178
| -49% | -$9.42K | 0.01% | 197 |
|
|
2019
Q3 | $20K | Sell |
367
-89
| -20% | -$4.85K | 0.01% | 160 |
|
|
2019
Q2 | $26K | Sell |
456
-73
| -14% | -$4.16K | 0.01% | 143 |
|
|
2019
Q1 | $28K | Hold |
529
| – | – | 0.02% | 148 |
|
|
2018
Q4 | $24K | Sell |
529
-595
| -53% | -$27K | 0.02% | 146 |
|
|
2018
Q3 | $58K | Sell |
1,124
-232
| -17% | -$12K | 0.03% | 115 |
|
|
2018
Q2 | $60K | Hold |
1,356
| – | – | 0.03% | 109 |
|
|
2018
Q1 | $62K | Buy |
1,356
+500
| +58% | +$22.9K | 0.04% | 114 |
|
|
2017
Q4 | $40K | Hold |
856
| – | – | 0.02% | 116 |
|
|
2017
Q3 | $41K | Buy |
+856
| New | +$41K | 0.03% | 121 |
|
|
2016
Q2 | – | Sell |
-798
| Closed | -$33K | – | 154 |
|
|
2016
Q1 | $33K | Hold |
798
| – | – | 0.03% | 105 |
|
|
2015
Q4 | $29K | Buy |
+798
| New | +$29K | 0.02% | 111 |
|