Oak Harvest Investment Services’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$11.4M Buy
52,017
+1,274
+3% +$279K 1.42% 21
2025
Q1
$7.09M Buy
50,743
+3,915
+8% +$547K 0.99% 36
2024
Q4
$7.8M Buy
46,828
+324
+0.7% +$54K 1.09% 31
2024
Q3
$7.92M Sell
46,504
-303
-0.6% -$51.6K 1.14% 31
2024
Q2
$6.61M Sell
46,807
-418
-0.9% -$59K 1.03% 37
2024
Q1
$5.93M Buy
47,225
+32,046
+211% +$4.03M 0.97% 38
2023
Q4
$1.6M Buy
15,179
+2,035
+15% +$215K 0.32% 59
2023
Q3
$1.39M Buy
13,144
+3,482
+36% +$369K 0.29% 58
2023
Q2
$1.15M Sell
9,662
-3,528
-27% -$420K 0.26% 60
2023
Q1
$1.23M Buy
13,190
+6,822
+107% +$634K 0.28% 65
2022
Q4
$520K Buy
6,368
+1,362
+27% +$111K 0.14% 70
2022
Q3
$306K Buy
+5,006
New +$306K 0.08% 79