RW Investment Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.65M | Sell |
7,566
-509
| -6% | -$111K | 0.18% | 26 |
|
2025
Q1 | $1.13M | Sell |
8,075
-92
| -1% | -$12.9K | 0.14% | 33 |
|
2024
Q4 | $1.36M | Sell |
8,167
-88
| -1% | -$14.7K | 0.17% | 32 |
|
2024
Q3 | $1.41M | Hold |
8,255
| – | – | 0.18% | 29 |
|
2024
Q2 | $1.17M | Sell |
8,255
-80
| -1% | -$11.3K | 0.16% | 29 |
|
2024
Q1 | $1.05M | Sell |
8,335
-854
| -9% | -$107K | 0.15% | 31 |
|
2023
Q4 | $969K | Hold |
9,189
| – | – | 0.15% | 29 |
|
2023
Q3 | $973K | Sell |
9,189
-746
| -8% | -$79K | 0.18% | 29 |
|
2023
Q2 | $1.18M | Hold |
9,935
| – | – | 0.25% | 25 |
|
2023
Q1 | $923K | Hold |
9,935
| – | – | 0.26% | 31 |
|
2022
Q4 | $812K | Buy |
+9,935
| New | +$812K | 0.32% | 32 |
|