Northwest Capital Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Hold |
476
| – | – | 0.06% | 134 |
|
|
2025
Q1 | $66.6K | Hold |
476
| – | – | 0.03% | 181 |
|
|
2024
Q4 | $79.3K | Hold |
476
| – | – | 0.03% | 173 |
|
|
2024
Q3 | $81.1K | Hold |
476
| – | – | 0.03% | 170 |
|
|
2024
Q2 | $67.2K | Sell |
476
-2,700
| -85% | -$381K | 0.02% | 174 |
|
|
2024
Q1 | $399K | Hold |
3,176
| – | – | 0.13% | 82 |
|
|
2023
Q4 | $335K | Buy |
3,176
+476
| +18% | +$50.2K | 0.11% | 82 |
|
|
2023
Q3 | $286K | Hold |
2,700
| – | – | 0.11% | 89 |
|
|
2023
Q2 | $322K | Hold |
2,700
| – | – | 0.13% | 82 |
|
|
2023
Q1 | $251K | Hold |
2,700
| – | – | 0.12% | 87 |
|
|
2022
Q4 | $221K | Buy |
+2,700
| New | +$221K | 0.12% | 92 |
|
|
2022
Q2 | – | Sell |
-2,700
| Closed | -$223K | – | 103 |
|
|
2022
Q1 | $223K | Hold |
2,700
| – | – | 0.1% | 89 |
|
|
2021
Q4 | $222K | Hold |
2,700
| – | – | 0.11% | 87 |
|
|
2021
Q3 | $265K | Hold |
2,700
| – | – | 0.14% | 76 |
|
|
2021
Q2 | $235K | Buy |
+2,700
| New | +$235K | 0.13% | 76 |
|