Partners Capital Investment Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-179,934
| Closed | -$14.7M | – | 149 |
|
|
2022
Q4 | $14.7M | Buy |
179,934
+75,511
| +72% | +$6.17M | 0.71% | 33 |
|
|
2022
Q3 | $6.38M | Buy |
+104,423
| New | +$6.38M | 0.38% | 65 |
|
|
2018
Q4 | – | Sell |
-9,295
| Closed | -$479K | – | 86 |
|
|
2018
Q3 | $479K | Hold |
9,295
| – | – | 0.05% | 70 |
|
|
2018
Q2 | $410K | Buy |
+9,295
| New | +$410K | 0.05% | 66 |
|
|
2016
Q1 | – | Sell |
-24,949
| Closed | -$911K | – | 73 |
|
|
2015
Q4 | $911K | Buy |
+24,949
| New | +$911K | 0.31% | 26 |
|