SIM
Studio Investment Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
4,796
+47
| +1% | +$10.3K | 0.21% | 75 |
|
|
2025
Q1 | $664K | Sell |
4,749
-59
| -1% | -$8.25K | 0.14% | 97 |
|
|
2024
Q4 | $801K | Sell |
4,808
-855
| -15% | -$142K | 0.17% | 84 |
|
|
2024
Q3 | $965K | Sell |
5,663
-1,208
| -18% | -$206K | 0.2% | 82 |
|
|
2024
Q2 | $970K | Buy |
6,871
+1,149
| +20% | +$162K | 0.22% | 79 |
|
|
2024
Q1 | $719K | Sell |
5,722
-1,309
| -19% | -$164K | 0.17% | 82 |
|
|
2023
Q4 | $741K | Buy |
7,031
+3,184
| +83% | +$336K | 0.19% | 81 |
|
|
2023
Q3 | $407K | Buy |
3,847
+2,237
| +139% | +$237K | 0.11% | 99 |
|
|
2023
Q2 | $192K | Buy |
1,610
+629
| +64% | +$74.9K | 0.05% | 132 |
|
|
2023
Q1 | $91.2K | Buy |
981
+469
| +92% | +$43.6K | 0.03% | 129 |
|
|
2022
Q4 | $41.9K | Buy |
+512
| New | +$41.9K | 0.01% | 138 |
|