Montis Financial’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Hold |
3,338
| – | – | 0.2% | 68 |
|
|
2025
Q1 | $467K | Sell |
3,338
-12
| -0.4% | -$1.68K | 0.14% | 92 |
|
|
2024
Q4 | $558K | Buy |
3,350
+12
| +0.4% | +$2K | 0.17% | 78 |
|
|
2024
Q3 | $569K | Hold |
3,338
| – | – | 0.2% | 57 |
|
|
2024
Q2 | $471K | Sell |
3,338
-200
| -6% | -$28.2K | 0.22% | 51 |
|
|
2024
Q1 | $444K | Buy |
3,538
+400
| +13% | +$50.2K | 0.21% | 51 |
|
|
2023
Q4 | $331K | Sell |
3,138
-200
| -6% | -$21.1K | 0.2% | 52 |
|
|
2023
Q3 | $354K | Buy |
3,338
+200
| +6% | +$21.2K | 0.24% | 42 |
|
|
2023
Q2 | $374K | Sell |
3,138
-9
| -0.3% | -$1.07K | 0.25% | 38 |
|
|
2023
Q1 | $292K | Sell |
3,147
-126
| -4% | -$11.7K | 0.23% | 43 |
|
|
2022
Q4 | $268K | Buy |
+3,273
| New | +$268K | 0.23% | 49 |
|
|
2022
Q3 | – | Sell |
-3,273
| Closed | -$229K | – | 62 |
|
|
2022
Q2 | $229K | Sell |
3,273
-20
| -0.6% | -$1.4K | 0.21% | 56 |
|
|
2022
Q1 | $272K | Hold |
3,293
| – | – | 0.21% | 55 |
|
|
2021
Q4 | $287K | Hold |
3,293
| – | – | 0.21% | 56 |
|
|
2021
Q3 | $294K | Sell |
3,293
-1,980
| -38% | -$177K | 0.25% | 42 |
|
|
2021
Q2 | $410K | Hold |
5,273
| – | – | 0.34% | 38 |
|
|
2021
Q1 | $379K | Hold |
5,273
| – | – | 0.35% | 39 |
|
|
2020
Q4 | $330K | Buy |
+5,273
| New | +$330K | 0.33% | 41 |
|