NDSI
Newman Dignan & Sheerar Inc’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
7,158
-67
| -0.9% | -$14.6K | 0.36% | 62 |
|
|
2025
Q1 | $1.01M | Buy |
7,225
+119
| +2% | +$16.6K | 0.28% | 75 |
|
|
2024
Q4 | $1.18M | Sell |
7,106
-100
| -1% | -$16.7K | 0.3% | 72 |
|
|
2024
Q3 | $1.24M | Hold |
7,206
| – | – | 0.3% | 73 |
|
|
2024
Q2 | $1.02M | Buy |
7,206
+139
| +2% | +$19.6K | 0.26% | 81 |
|
|
2024
Q1 | $888K | Sell |
7,067
-382
| -5% | -$48K | 0.24% | 92 |
|
|
2023
Q4 | $785K | Buy |
7,449
+754
| +11% | +$79.5K | 0.24% | 94 |
|
|
2023
Q3 | $709K | Hold |
6,695
| – | – | 0.23% | 95 |
|
|
2023
Q2 | $797K | Sell |
6,695
-100
| -1% | -$11.9K | 0.25% | 94 |
|
|
2023
Q1 | $631K | Sell |
6,795
-16
| -0.2% | -$1.49K | 0.2% | 100 |
|
|
2022
Q4 | $557K | Hold |
6,811
| – | – | 0.18% | 104 |
|
|
2022
Q3 | $416 | Hold |
6,811
| – | – | 0.07% | 119 |
|
|
2022
Q2 | $476K | Buy |
6,811
+1
| +0% | +$70 | 0.16% | 116 |
|
|
2022
Q1 | $563 | Buy |
6,810
+1
| +0% | – | 0.11% | 105 |
|
|
2021
Q4 | $594K | Buy |
6,809
+14
| +0.2% | +$1.22K | 0.18% | 105 |
|
|
2021
Q3 | $592K | Hold |
6,795
| – | – | 0.17% | 100 |
|
|
2021
Q2 | $529K | Hold |
6,795
| – | – | 0.18% | 104 |
|
|
2021
Q1 | $477K | Sell |
6,795
-200
| -3% | -$14K | 0.17% | 109 |
|
|
2020
Q4 | $453 | Hold |
6,995
| – | – | 0.07% | 103 |
|
|
2020
Q3 | $418K | Hold |
6,995
| – | – | 0.17% | 106 |
|
|
2020
Q2 | $386K | Sell |
6,995
-207
| -3% | -$11.4K | 0.17% | 104 |
|
|
2020
Q1 | $383K | Sell |
7,202
-3,471
| -33% | -$185K | 0.2% | 97 |
|
|
2019
Q4 | $565 | Buy |
10,673
+271
| +3% | +$14 | 0.06% | 93 |
|
|
2019
Q3 | $572K | Hold |
10,402
| – | – | 0.27% | 87 |
|
|
2019
Q2 | $593 | Sell |
10,402
-200
| -2% | -$11 | 0.02% | 88 |
|
|
2019
Q1 | $569K | Sell |
10,602
-200
| -2% | -$10.7K | 0.23% | 84 |
|
|
2018
Q4 | $488 | Sell |
10,802
-100
| -0.9% | -$5 | 0.04% | 91 |
|
|
2018
Q3 | $538K | Sell |
10,902
-5
| -0% | -$247 | 0.24% | 94 |
|
|
2018
Q2 | $481 | Hold |
10,907
| – | – | 0.03% | 95 |
|
|
2018
Q1 | $503K | Sell |
10,907
-1,220
| -10% | -$56.3K | 0.25% | 95 |
|
|
2017
Q4 | $573K | Sell |
12,127
-600
| -5% | -$28.4K | 0.29% | 91 |
|
|
2017
Q3 | $615K | Hold |
12,727
| – | – | 0.33% | 84 |
|
|
2017
Q2 | $638K | Hold |
12,727
| – | – | 0.35% | 80 |
|
|
2017
Q1 | $568 | Hold |
12,727
| – | – | 0.25% | 85 |
|
|
2016
Q4 | $489K | Hold |
12,727
| – | – | 0.3% | 93 |
|
|
2016
Q3 | $500K | Buy |
12,727
+400
| +3% | +$15.7K | 0.31% | 88 |
|
|
2016
Q2 | $505K | Sell |
12,327
-6,920
| -36% | -$283K | 0.32% | 90 |
|
|
2016
Q1 | $787K | Sell |
19,247
-325
| -2% | -$13.3K | 0.57% | 50 |
|
|
2015
Q4 | $715K | Sell |
19,572
-650
| -3% | -$23.7K | 0.5% | 59 |
|
|
2015
Q3 | $730K | Sell |
20,222
-6,700
| -25% | -$242K | 0.47% | 50 |
|
|
2015
Q2 | $1.09M | Sell |
26,922
-1,450
| -5% | -$58.4K | 0.78% | 38 |
|
|
2015
Q1 | $1.22M | Sell |
28,372
-900
| -3% | -$38.8K | 0.87% | 33 |
|
|
2014
Q4 | $1.32K | Hold |
29,272
| – | – | 0.79% | 31 |
|
|
2014
Q3 | $1.12M | Sell |
29,272
-1,225
| -4% | -$46.9K | 0.84% | 35 |
|
|
2014
Q2 | $12.4K | Sell |
30,497
-2,300
| -7% | -$933 | 7.04% | 1 |
|
|
2014
Q1 | $1.34M | Sell |
32,797
-713
| -2% | -$29.2K | 0.96% | 30 |
|
|
2013
Q4 | $1.28K | Buy |
33,510
+857
| +3% | +$33 | 0.06% | 32 |
|
|
2013
Q3 | $1.08M | Buy |
32,653
+1,250
| +4% | +$41.5K | 0.84% | 40 |
|
|
2013
Q2 | $964 | Buy |
+31,403
| New | +$964 | 0.07% | 39 |
|