Summit Asset Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Buy |
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|
2025
Q1 | $471K | Buy |
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|
2024
Q4 | $561K | Sell |
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|
2024
Q3 | $577K | Buy |
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|
2024
Q2 | $452K | Hold |
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|
2024
Q1 | $402K | Hold |
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|
2023
Q4 | $338K | Sell |
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|
2023
Q3 | $358K | Buy |
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|
2023
Q2 | $382K | Hold |
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|
2023
Q1 | $298K | Sell |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $227K | Sell |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $288K | Buy |
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|
2021
Q3 | $270K | Hold |
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|
2021
Q2 | $242K | Sell |
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|
2021
Q1 | $244K | Sell |
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|
2020
Q4 | $265K | Buy |
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