Tilia Fiduciary Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.95M | Buy |
13,501
+939
| +7% | +$205K | 1.8% | 13 |
|
|
2025
Q1 | $1.76M | Buy |
+12,562
| New | +$1.76M | 1.17% | 34 |
|
|
2023
Q3 | – | Sell |
-410
| Closed | -$48.8K | – | 351 |
|
|
2023
Q2 | $48.8K | Buy |
410
+4
| +1% | +$476 | 0.04% | 215 |
|
|
2023
Q1 | $37.7K | Hold |
406
| – | – | 0.04% | 240 |
|
|
2022
Q4 | $33.2K | Hold |
406
| – | – | 0.03% | 241 |
|
|
2022
Q3 | $25K | Hold |
406
| – | – | 0.03% | 263 |
|
|
2022
Q2 | $29K | Hold |
406
| – | – | 0.03% | 258 |
|
|
2022
Q1 | $34K | Sell |
406
-60
| -13% | -$5.03K | 0.03% | 253 |
|
|
2021
Q4 | $41K | Buy |
+466
| New | +$41K | 0.03% | 242 |
|