Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,373
Closed -$395K 78
2024
Q4
$395K Buy
2,373
+2
+0.1% +$355 0.09% 62
2024
Q3
$404K Buy
2,371
+5
+0.2% +$724 0.09% 57
2024
Q2
$297K Hold
2,366
0.07% 70
2024
Q1
$297K Buy
2,366
+2
+0.1% +$229 0.07% 70
2023
Q4
$249K Buy
2,364
+3
+0.1% +$327 0.07% 70
2023
Q3
$250K Buy
2,361
+736
+45% +$85.2K 0.08% 64
2023
Q2
$194K Buy
+1,625
New +$168K 0.06% 81
2022
Q4
Sell
-1,600
Closed -$98K 296
2022
Q3
$98K Sell
1,600
-25
-2% -$1.83K 0.04% 100
2022
Q2
$114K Hold
1,625
0.04% 89
2022
Q1
$134K Hold
1,625
0.04% 94
2021
Q4
$142K Hold
1,625
0.04% 88
2021
Q3
$142K Buy
+1,625
New +$144K 0.04% 91

Other funds holding ORCL