SAM
Secure Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
13,370
+135
| +1% | +$29.5K | 0.54% | 45 |
|
|
2025
Q1 | $1.85M | Buy |
13,235
+2,365
| +22% | +$331K | 0.37% | 87 |
|
|
2024
Q4 | $1.81M | Buy |
10,870
+434
| +4% | +$72.3K | 0.27% | 88 |
|
|
2024
Q3 | $1.78M | Sell |
10,436
-432
| -4% | -$73.6K | 0.3% | 77 |
|
|
2024
Q2 | $1.53M | Buy |
+10,868
| New | +$1.53M | 0.29% | 82 |
|
|
2023
Q1 | – | Sell |
-3,226
| Closed | -$264K | – | 201 |
|
|
2022
Q4 | $264K | Buy |
+3,226
| New | +$264K | 0.09% | 156 |
|
|
2022
Q3 | – | Sell |
-3,205
| Closed | -$224K | – | 170 |
|
|
2022
Q2 | $224K | Sell |
3,205
-1
| -0% | -$70 | 0.12% | 142 |
|
|
2022
Q1 | $265K | Buy |
3,206
+2
| +0.1% | +$165 | 0.12% | 153 |
|
|
2021
Q4 | $279K | Buy |
3,204
+2
| +0.1% | +$174 | 0.11% | 156 |
|
|
2021
Q3 | $279K | Buy |
3,202
+2
| +0.1% | +$174 | 0.14% | 134 |
|
|
2021
Q2 | $249K | Buy |
3,200
+2
| +0.1% | +$156 | 0.13% | 156 |
|
|
2021
Q1 | $224K | Buy |
3,198
+2
| +0.1% | +$140 | 0.12% | 159 |
|
|
2020
Q4 | $207K | Sell |
3,196
-166
| -5% | -$10.8K | 0.12% | 147 |
|
|
2020
Q3 | $201K | Buy |
+3,362
| New | +$201K | 0.14% | 134 |
|