Plancorp LLC’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
11,663
+1,051
| +10% | +$230K | 0.09% | 96 |
|
|
2025
Q1 | $1.48M | Buy |
10,612
+1,751
| +20% | +$245K | 0.06% | 116 |
|
|
2024
Q4 | $1.48M | Buy |
8,861
+987
| +13% | +$164K | 0.06% | 102 |
|
|
2024
Q3 | $1.34M | Buy |
7,874
+7
| +0.1% | +$1.19K | 0.05% | 108 |
|
|
2024
Q2 | $1.11M | Buy |
7,867
+198
| +3% | +$28K | 0.05% | 112 |
|
|
2024
Q1 | $963K | Buy |
7,669
+652
| +9% | +$81.9K | 0.04% | 123 |
|
|
2023
Q4 | $740K | Buy |
7,017
+308
| +5% | +$32.5K | 0.04% | 132 |
|
|
2023
Q3 | $711K | Buy |
6,709
+1,439
| +27% | +$152K | 0.04% | 133 |
|
|
2023
Q2 | $628K | Buy |
5,270
+79
| +2% | +$9.41K | 0.03% | 135 |
|
|
2023
Q1 | $482K | Sell |
5,191
-68
| -1% | -$6.32K | 0.03% | 156 |
|
|
2022
Q4 | $430K | Buy |
5,259
+103
| +2% | +$8.42K | 0.03% | 157 |
|
|
2022
Q3 | $315K | Buy |
5,156
+77
| +2% | +$4.7K | 0.02% | 174 |
|
|
2022
Q2 | $355K | Sell |
5,079
-91
| -2% | -$6.36K | 0.02% | 165 |
|
|
2022
Q1 | $428K | Sell |
5,170
-385
| -7% | -$31.9K | 0.03% | 158 |
|
|
2021
Q4 | $484K | Buy |
5,555
+198
| +4% | +$17.3K | 0.03% | 152 |
|
|
2021
Q3 | $467K | Buy |
5,357
+147
| +3% | +$12.8K | 0.03% | 147 |
|
|
2021
Q2 | $406K | Sell |
5,210
-79
| -1% | -$6.16K | 0.03% | 145 |
|
|
2021
Q1 | $371K | Sell |
5,289
-706
| -12% | -$49.5K | 0.08% | 145 |
|
|
2020
Q4 | $388K | Buy |
5,995
+27
| +0.5% | +$1.75K | 0.1% | 134 |
|
|
2020
Q3 | $356K | Buy |
5,968
+839
| +16% | +$50K | 0.11% | 120 |
|
|
2020
Q2 | $283K | Buy |
5,129
+879
| +21% | +$48.5K | 0.09% | 140 |
|
|
2020
Q1 | $205K | Sell |
4,250
-603
| -12% | -$29.1K | 0.08% | 155 |
|
|
2019
Q4 | $257K | Hold |
4,853
| – | – | 0.08% | 163 |
|
|
2019
Q3 | $267K | Buy |
4,853
+204
| +4% | +$11.2K | 0.1% | 144 |
|
|
2019
Q2 | $265K | Hold |
4,649
| – | – | 0.1% | 143 |
|
|
2019
Q1 | $250K | Buy |
+4,649
| New | +$250K | 0.09% | 154 |
|
|
2018
Q1 | – | Sell |
-4,461
| Closed | -$210K | – | 167 |
|
|
2017
Q4 | $210K | Hold |
4,461
| – | – | 0.07% | 164 |
|
|
2017
Q3 | $216K | Sell |
4,461
-100
| -2% | -$4.84K | 0.06% | 156 |
|
|
2017
Q2 | $229K | Hold |
4,561
| – | – | 0.07% | 151 |
|
|
2017
Q1 | $204K | Buy |
+4,561
| New | +$204K | 0.06% | 162 |
|
|
2015
Q2 | – | Sell |
-8,295
| Closed | -$358K | – | 97 |
|
|
2015
Q1 | $358K | Buy |
+8,295
| New | +$358K | 0.36% | 64 |
|