Rockbridge Investment Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.64M Hold
2025
Q1
$1.05M Buy
2024
Q4
$1.25M Sell
2024
Q3
$1.42M Sell
2024
Q2
$1.23M Sell
2024
Q1
$1.13M Buy
2023
Q4
$80.9K Buy
2022
Q3
Sell
2022
Q2
$4.68K Sell
2022
Q1
$72.2K Sell
2021
Q4
$104K Buy
2021
Q3
$94K Buy
2021
Q2
$77K Buy
2021
Q1
$69K Buy
2020
Q4
$52K Hold
2020
Q3
$48K Hold
2020
Q2
$44K Buy