Rowlandmiller & Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
6,210
+20
| +0.3% | +$4.37K | 0.28% | 69 |
|
|
2025
Q1 | $865K | Buy |
6,190
+2,025
| +49% | +$283K | 0.18% | 86 |
|
|
2024
Q4 | $694K | Buy |
4,165
+460
| +12% | +$76.7K | 0.15% | 90 |
|
|
2024
Q3 | $631K | Hold |
3,705
| – | – | 0.13% | 90 |
|
|
2024
Q2 | $523K | Hold |
3,705
| – | – | 0.11% | 95 |
|
|
2024
Q1 | $465K | Sell |
3,705
-110
| -3% | -$13.8K | 0.1% | 102 |
|
|
2023
Q4 | $402K | Sell |
3,815
-300
| -7% | -$31.6K | 0.09% | 109 |
|
|
2023
Q3 | $436K | Buy |
4,115
+1,817
| +79% | +$192K | 0.11% | 101 |
|
|
2023
Q2 | $274K | Hold |
2,298
| – | – | 0.06% | 133 |
|
|
2023
Q1 | $214K | Buy |
2,298
+192
| +9% | +$17.8K | 0.05% | 137 |
|
|
2022
Q4 | $176K | Hold |
2,106
| – | – | 0.04% | 145 |
|
|
2022
Q3 | $129K | Buy |
2,106
+3
| +0.1% | +$183 | 0.03% | 159 |
|
|
2022
Q2 | $147K | Buy |
2,103
+70
| +3% | +$4.89K | 0.04% | 152 |
|
|
2022
Q1 | $168K | Hold |
2,033
| – | – | 0.04% | 144 |
|
|
2021
Q4 | $177K | Buy |
+2,033
| New | +$177K | 0.04% | 147 |
|
|
2021
Q3 | – | Sell |
-2,033
| Closed | -$158K | – | 175 |
|
|
2021
Q2 | $158K | Hold |
2,033
| – | – | 0.04% | 150 |
|
|
2021
Q1 | $143K | Hold |
2,033
| – | – | 0.04% | 150 |
|
|
2020
Q4 | $132K | Buy |
+2,033
| New | +$132K | 0.04% | 153 |
|