Patten & Patten’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
10,587
-274
| -3% | -$59.9K | 0.15% | 108 |
|
|
2025
Q1 | $1.52M | Buy |
10,861
+1,122
| +12% | +$157K | 0.1% | 136 |
|
|
2024
Q4 | $1.62M | Buy |
9,739
+467
| +5% | +$77.8K | 0.11% | 130 |
|
|
2024
Q3 | $1.58M | Buy |
9,272
+1
| +0% | +$170 | 0.1% | 132 |
|
|
2024
Q2 | $1.31M | Buy |
9,271
+253
| +3% | +$35.7K | 0.09% | 144 |
|
|
2024
Q1 | $1.13M | Buy |
9,018
+1,096
| +14% | +$138K | 0.08% | 155 |
|
|
2023
Q4 | $835K | Buy |
7,922
+65
| +0.8% | +$6.85K | 0.07% | 161 |
|
|
2023
Q3 | $832K | Buy |
7,857
+48
| +0.6% | +$5.08K | 0.07% | 157 |
|
|
2023
Q2 | $930K | Buy |
7,809
+829
| +12% | +$98.7K | 0.08% | 151 |
|
|
2023
Q1 | $649K | Hold |
6,980
| – | – | 0.06% | 174 |
|
|
2022
Q4 | $571K | Buy |
6,980
+557
| +9% | +$45.6K | 0.05% | 181 |
|
|
2022
Q3 | $392K | Buy |
6,423
+171
| +3% | +$10.4K | 0.04% | 207 |
|
|
2022
Q2 | $437K | Hold |
6,252
| – | – | 0.04% | 207 |
|
|
2022
Q1 | $517K | Hold |
6,252
| – | – | 0.04% | 204 |
|
|
2021
Q4 | $545K | Sell |
6,252
-329
| -5% | -$28.7K | 0.04% | 201 |
|
|
2021
Q3 | $573K | Buy |
6,581
+120
| +2% | +$10.4K | 0.04% | 191 |
|
|
2021
Q2 | $503K | Sell |
6,461
-140
| -2% | -$10.9K | 0.04% | 205 |
|
|
2021
Q1 | $463K | Sell |
6,601
-1
| -0% | -$70 | 0.04% | 207 |
|
|
2020
Q4 | $427K | Buy |
6,602
+829
| +14% | +$53.6K | 0.04% | 198 |
|
|
2020
Q3 | $345K | Hold |
5,773
| – | – | 0.03% | 196 |
|
|
2020
Q2 | $319K | Sell |
5,773
-276
| -5% | -$15.3K | 0.03% | 200 |
|
|
2020
Q1 | $292K | Buy |
6,049
+1
| +0% | +$48 | 0.04% | 196 |
|
|
2019
Q4 | $320K | Sell |
6,048
-434
| -7% | -$23K | 0.03% | 208 |
|
|
2019
Q3 | $357K | Buy |
6,482
+776
| +14% | +$42.7K | 0.04% | 192 |
|
|
2019
Q2 | $325K | Sell |
5,706
-74
| -1% | -$4.22K | 0.04% | 199 |
|
|
2019
Q1 | $310K | Sell |
5,780
-687
| -11% | -$36.8K | 0.03% | 196 |
|
|
2018
Q4 | $292K | Buy |
6,467
+447
| +7% | +$20.2K | 0.04% | 197 |
|
|
2018
Q3 | $310K | Buy |
6,020
+344
| +6% | +$17.7K | 0.03% | 201 |
|
|
2018
Q2 | $250K | Buy |
5,676
+153
| +3% | +$6.74K | 0.03% | 215 |
|
|
2018
Q1 | $253K | Buy |
5,523
+75
| +1% | +$3.44K | 0.03% | 214 |
|
|
2017
Q4 | $258K | Sell |
5,448
-74
| -1% | -$3.5K | 0.03% | 216 |
|
|
2017
Q3 | $267K | Buy |
5,522
+710
| +15% | +$34.3K | 0.03% | 218 |
|
|
2017
Q2 | $241K | Hold |
4,812
| – | – | 0.03% | 225 |
|
|
2017
Q1 | $215K | Buy |
+4,812
| New | +$215K | 0.02% | 229 |
|
|
2016
Q3 | – | Sell |
-5,212
| Closed | -$213K | – | 223 |
|
|
2016
Q2 | $213K | Sell |
5,212
-552
| -10% | -$22.6K | 0.03% | 205 |
|
|
2016
Q1 | $236K | Sell |
5,764
-16,000
| -74% | -$655K | 0.03% | 197 |
|
|
2015
Q4 | $795K | Hold |
21,764
| – | – | 0.11% | 117 |
|
|
2015
Q3 | $786K | Buy |
21,764
+2
| +0% | +$72 | 0.12% | 114 |
|
|
2015
Q2 | $877K | Buy |
21,762
+1
| +0% | +$40 | 0.13% | 116 |
|
|
2015
Q1 | $939K | Sell |
21,761
-1,276
| -6% | -$55.1K | 0.14% | 116 |
|
|
2014
Q4 | $1.04M | Sell |
23,037
-1,844
| -7% | -$82.9K | 0.16% | 113 |
|
|
2014
Q3 | $952K | Buy |
24,881
+34
| +0.1% | +$1.3K | 0.15% | 116 |
|
|
2014
Q2 | $1.01M | Sell |
24,847
-3,350
| -12% | -$136K | 0.16% | 109 |
|
|
2014
Q1 | $1.15M | Sell |
28,197
-323
| -1% | -$13.2K | 0.16% | 114 |
|
|
2013
Q4 | $1.09M | Sell |
28,520
-1,477
| -5% | -$56.5K | 0.15% | 117 |
|
|
2013
Q3 | $995K | Sell |
29,997
-4,400
| -13% | -$146K | 0.15% | 116 |
|
|
2013
Q2 | $1.06M | Buy |
+34,397
| New | +$1.06M | 0.17% | 113 |
|