Montis Financial’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 | $939K | Hold |
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|
2025
Q2 | $730K | Hold |
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|
2025
Q1 | $467K | Sell |
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|
2024
Q4 | $558K | Buy |
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|
2024
Q3 | $569K | Hold |
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|
2024
Q2 | $471K | Sell |
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|
2024
Q1 | $444K | Buy |
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|
2023
Q4 | $331K | Sell |
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|
2023
Q3 | $354K | Buy |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $268K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $229K | Sell |
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|
2022
Q1 | $272K | Hold |
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|
2021
Q4 | $287K | Hold |
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|
2021
Q3 | $294K | Sell |
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|
2021
Q2 | $410K | Hold |
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|
2021
Q1 | $379K | Hold |
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|
2020
Q4 | $330K | Buy |
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