SICM
Sustainable Insight Capital Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
+7,675
| New | +$1.68M | 0.76% | 35 |
|
|
2024
Q4 | – | Sell |
-1,300
| Closed | -$222K | – | 87 |
|
|
2024
Q3 | $222K | Buy |
+1,300
| New | +$222K | 0.1% | 72 |
|
|
2023
Q2 | – | Sell |
-3,000
| Closed | -$279K | – | 82 |
|
|
2023
Q1 | $279K | Hold |
3,000
| – | – | 0.28% | 66 |
|
|
2022
Q4 | $245K | Sell |
3,000
-1,384
| -32% | -$113K | 0.28% | 84 |
|
|
2022
Q3 | $268K | Sell |
4,384
-1,146
| -21% | -$70.1K | 0.31% | 81 |
|
|
2022
Q2 | $412K | Buy |
5,530
+100
| +2% | +$7.45K | 0.41% | 55 |
|
|
2022
Q1 | $449K | Buy |
5,430
+189
| +4% | +$15.6K | 0.32% | 57 |
|
|
2021
Q4 | $457K | Sell |
5,241
-898
| -15% | -$78.3K | 0.25% | 53 |
|
|
2021
Q3 | $535K | Sell |
6,139
-403
| -6% | -$35.1K | 0.34% | 47 |
|
|
2021
Q2 | $509K | Buy |
6,542
+262
| +4% | +$20.4K | 0.3% | 63 |
|
|
2021
Q1 | $441K | Sell |
6,280
-1,300
| -17% | -$91.3K | 0.29% | 60 |
|
|
2020
Q4 | $490K | Buy |
+7,580
| New | +$490K | 0.33% | 52 |
|
|
2018
Q4 | – | Sell |
-194,491
| Closed | -$10M | – | 77 |
|
|
2018
Q3 | $10M | Sell |
194,491
-84,860
| -30% | -$4.38M | 6.54% | 4 |
|
|
2018
Q2 | $12.3M | Sell |
279,351
-67,349
| -19% | -$2.97M | 4.69% | 2 |
|
|
2018
Q1 | $15.9M | Sell |
346,700
-14,400
| -4% | -$659K | 6.3% | 1 |
|
|
2017
Q4 | $17.1M | Buy |
361,100
+142,900
| +65% | +$6.76M | 6.46% | 2 |
|
|
2017
Q3 | $10.6M | Buy |
218,200
+213,300
| +4,353% | +$10.3M | 4.76% | 9 |
|
|
2017
Q2 | $246K | Buy |
+4,900
| New | +$246K | 0.12% | 39 |
|