SAM
Satovsky Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
1,430
-47
| -3% | -$10.3K | 0.07% | 42 |
|
|
2025
Q1 | $210K | Sell |
1,477
-24
| -2% | -$3.41K | 0.05% | 52 |
|
|
2024
Q4 | $250K | Sell |
1,501
-70
| -4% | -$11.7K | 0.06% | 43 |
|
|
2024
Q3 | $268K | Buy |
1,571
+150
| +11% | +$25.6K | 0.06% | 41 |
|
|
2024
Q2 | $201K | Buy |
+1,421
| New | +$201K | 0.05% | 50 |
|