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 |
|