NHC
Nicholas Hoffman & Company’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
9,699
-1,053
| -10% | -$230K | 0.05% | 75 |
|
|
2025
Q1 | $1.5M | Buy |
10,752
+112
| +1% | +$15.7K | 0.06% | 92 |
|
|
2024
Q4 | $1.77M | Buy |
10,640
+717
| +7% | +$119K | 0.07% | 76 |
|
|
2024
Q3 | $1.69M | Buy |
9,923
+2,140
| +27% | +$365K | 0.07% | 79 |
|
|
2024
Q2 | $1.1M | Buy |
7,783
+1,186
| +18% | +$167K | 0.05% | 113 |
|
|
2024
Q1 | $829K | Sell |
6,597
-2,951
| -31% | -$371K | 0.04% | 134 |
|
|
2023
Q4 | $1.01M | Buy |
9,548
+105
| +1% | +$11.1K | 0.06% | 117 |
|
|
2023
Q3 | $1M | Buy |
9,443
+98
| +1% | +$10.4K | 0.07% | 112 |
|
|
2023
Q2 | $1.11M | Buy |
9,345
+1,932
| +26% | +$230K | 0.04% | 105 |
|
|
2023
Q1 | $689K | Buy |
7,413
+7
| +0.1% | +$650 | 0.06% | 137 |
|
|
2022
Q4 | $605K | Buy |
7,406
+82
| +1% | +$6.7K | 0.07% | 153 |
|
|
2022
Q3 | $447K | Sell |
7,324
-2,436
| -25% | -$149K | 0.02% | 169 |
|
|
2022
Q2 | $682K | Buy |
9,760
+7
| +0.1% | +$489 | 0.03% | 133 |
|
|
2022
Q1 | $807K | Buy |
9,753
+705
| +8% | +$58.3K | 0.03% | 129 |
|
|
2021
Q4 | $789K | Buy |
9,048
+61
| +0.7% | +$5.32K | 0.03% | 131 |
|
|
2021
Q3 | $783K | Buy |
8,987
+2,403
| +36% | +$209K | 0.14% | 124 |
|
|
2021
Q2 | $512K | Buy |
6,584
+1,622
| +33% | +$126K | 0.09% | 156 |
|
|
2021
Q1 | $348K | Buy |
4,962
+896
| +22% | +$62.8K | 0.07% | 184 |
|
|
2020
Q4 | $263K | Sell |
4,066
-893
| -18% | -$57.8K | 0.06% | 199 |
|
|
2020
Q3 | $296K | Sell |
4,959
-100
| -2% | -$5.97K | 0.08% | 158 |
|
|
2020
Q2 | $280K | Buy |
5,059
+596
| +13% | +$33K | 0.08% | 158 |
|
|
2020
Q1 | $216K | Buy |
+4,463
| New | +$216K | 0.07% | 166 |
|
|
2019
Q3 | – | Sell |
-3,583
| Closed | -$204K | – | 197 |
|
|
2019
Q2 | $204K | Sell |
3,583
-366
| -9% | -$20.8K | 0.06% | 181 |
|
|
2019
Q1 | $212K | Buy |
+3,949
| New | +$212K | 0.07% | 173 |
|