Newton One Investments’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
1,547
+6
| +0.4% | +$1.31K | 0.11% | 34 |
|
|
2025
Q1 | $215K | Buy |
1,541
+3
| +0.2% | +$419 | 0.08% | 39 |
|
|
2024
Q4 | $256K | Buy |
1,538
+4
| +0.3% | +$666 | 0.1% | 38 |
|
|
2024
Q3 | $261K | Buy |
1,534
+4
| +0.3% | +$682 | 0.1% | 36 |
|
|
2024
Q2 | $216K | Buy |
1,530
+6
| +0.4% | +$847 | 0.09% | 41 |
|
|
2024
Q1 | $191K | Buy |
1,524
+5
| +0.3% | +$628 | 0.08% | 43 |
|
|
2023
Q4 | $160K | Buy |
1,519
+6
| +0.4% | +$633 | 0.07% | 45 |
|
|
2023
Q3 | $160K | Buy |
1,513
+5
| +0.3% | +$530 | 0.1% | 43 |
|
|
2023
Q2 | $180K | Buy |
1,508
+6
| +0.4% | +$715 | 0.1% | 40 |
|
|
2023
Q1 | $140K | Hold |
1,502
| – | – | 0.08% | 43 |
|
|
2022
Q4 | $123K | Hold |
1,502
| – | – | 0.08% | 47 |
|
|
2022
Q3 | $92K | Hold |
1,502
| – | – | 0.07% | 51 |
|
|
2022
Q2 | $105K | Hold |
1,502
| – | – | 0.08% | 49 |
|
|
2022
Q1 | $124K | Hold |
1,502
| – | – | 0.09% | 48 |
|
|
2021
Q4 | $131K | Buy |
1,502
+5
| +0.3% | +$436 | 0.09% | 49 |
|
|
2021
Q3 | $130K | Buy |
1,497
+6
| +0.4% | +$521 | 0.1% | 47 |
|
|
2021
Q2 | $116K | Buy |
1,491
+6
| +0.4% | +$467 | 0.09% | 49 |
|
|
2021
Q1 | $104K | Buy |
1,485
+6
| +0.4% | +$420 | 0.09% | 38 |
|
|
2020
Q4 | $96K | Buy |
+1,479
| New | +$96K | 0.09% | 38 |
|