PHIC
Pine Haven Investment Counsel’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
11,920
+110
| +0.9% | +$24K | 2.05% | 11 |
|
|
2025
Q1 | $1.65M | Sell |
11,810
-50
| -0.4% | -$6.99K | 1.39% | 18 |
|
|
2024
Q4 | $1.98M | Buy |
11,860
+155
| +1% | +$25.8K | 1.62% | 14 |
|
|
2024
Q3 | $1.99M | Hold |
11,705
| – | – | 1.61% | 15 |
|
|
2024
Q2 | $1.65M | Hold |
11,705
| – | – | 1.42% | 18 |
|
|
2024
Q1 | $1.47M | Sell |
11,705
-20
| -0.2% | -$2.51K | 1.29% | 19 |
|
|
2023
Q4 | $1.24M | Hold |
11,725
| – | – | 1.16% | 22 |
|
|
2023
Q3 | $1.24M | Sell |
11,725
-80
| -0.7% | -$8.47K | 1.29% | 21 |
|
|
2023
Q2 | $1.41M | Sell |
11,805
-130
| -1% | -$15.5K | 1.4% | 20 |
|
|
2023
Q1 | $1.11M | Hold |
11,935
| – | – | 1.16% | 22 |
|
|
2022
Q4 | $976K | Hold |
11,935
| – | – | 1.07% | 25 |
|
|
2022
Q3 | $729K | Sell |
11,935
-50
| -0.4% | -$3.05K | 0.89% | 31 |
|
|
2022
Q2 | $837K | Hold |
11,985
| – | – | 0.98% | 30 |
|
|
2022
Q1 | $992K | Sell |
11,985
-455
| -4% | -$37.7K | 0.97% | 28 |
|
|
2021
Q4 | $1.09M | Buy |
+12,440
| New | +$1.09M | 1.01% | 27 |
|