Tevis Investment Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
11,318
+1,385
| +14% | +$303K | 1.59% | 18 |
|
|
2025
Q1 | $1.66M | Hold |
9,933
| – | – | 1.23% | 26 |
|
|
2024
Q4 | $1.66M | Sell |
9,933
-1,253
| -11% | -$209K | 1.23% | 26 |
|
|
2024
Q3 | $1.91M | Buy |
11,186
+424
| +4% | +$72.3K | 1.41% | 23 |
|
|
2024
Q2 | $1.52M | Buy |
10,762
+322
| +3% | +$45.5K | 1.22% | 26 |
|
|
2024
Q1 | $1.31M | Sell |
10,440
-125
| -1% | -$15.7K | 1.12% | 28 |
|
|
2023
Q4 | $1.11M | Sell |
10,565
-7
| -0.1% | -$738 | 1.03% | 35 |
|
|
2023
Q3 | $1.12M | Hold |
10,572
| – | – | 1.14% | 33 |
|
|
2023
Q2 | $1.26M | Sell |
10,572
-2,693
| -20% | -$321K | 1.23% | 30 |
|
|
2023
Q1 | $1.23M | Sell |
13,265
-3,611
| -21% | -$336K | 1.25% | 30 |
|
|
2022
Q4 | $1.38M | Buy |
16,876
+28
| +0.2% | +$2.29K | 1.47% | 24 |
|
|
2022
Q3 | $1.03M | Buy |
16,848
+130
| +0.8% | +$7.94K | 1% | 36 |
|
|
2022
Q2 | $1.17M | Buy |
16,718
+949
| +6% | +$66.4K | 1.12% | 31 |
|
|
2022
Q1 | $1.3M | Buy |
15,769
+34
| +0.2% | +$2.81K | 1.18% | 24 |
|
|
2021
Q4 | $1.37M | Buy |
+15,735
| New | +$1.37M | 1.2% | 15 |
|