Monarch Capital Management’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 | $1.06M | Sell |
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|
2025
Q2 | $844K | Hold |
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|
2025
Q1 | $540K | Hold |
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|
2024
Q4 | $643K | Hold |
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|
2024
Q3 | $658K | Buy |
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|
2024
Q2 | $492K | Hold |
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|
2024
Q1 | $438K | Hold |
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|
2023
Q4 | $367K | Hold |
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|
2023
Q3 | $369K | Hold |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $338K | Sell |
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|
2022
Q4 | $330K | Hold |
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|
2022
Q3 | $246K | Sell |
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|
2022
Q2 | $331K | Hold |
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|
2022
Q1 | $392K | Hold |
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|
2021
Q4 | $413K | Hold |
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|
2021
Q3 | $412K | Buy |
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|
2021
Q2 | $257K | Sell |
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|
2021
Q1 | $246K | Hold |
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|
2020
Q4 | $226K | Hold |
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|
2020
Q3 | $209K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $204K | Sell |
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|
2019
Q1 | $203K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $206K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $232K | Sell |
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|
2017
Q1 | $215K | Sell |
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|
2016
Q4 | $212K | Hold |
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|
2016
Q3 | $217K | Buy |
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|
2016
Q2 | $220K | Sell |
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|
2016
Q1 | $221K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $213K | Hold |
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|
2014
Q4 | $222K | Buy |
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