Morton 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
$2.35M Sell
2025
Q2
$1.91M Sell
2025
Q1
$1.24M Sell
2024
Q4
$1.56M Sell
2024
Q3
$1.65M Buy
2024
Q2
$1.16M Hold
2024
Q1
$1.03M Hold
2023
Q4
$867K Buy
2023
Q3
$866K Hold
2023
Q2
$974K Buy
2023
Q1
$741K Buy
2022
Q4
$636K Hold
2022
Q3
$475K Hold
2022
Q2
$544K Hold
2022
Q1
$644K Buy
2021
Q4
$667K Buy