TIM
Tortoise Investment Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Buy |
525
+68
| +15% | +$14.9K | 0.01% | 279 |
|
|
2025
Q1 | $63.9K | Sell |
457
-978
| -68% | -$137K | 0.01% | 337 |
|
|
2024
Q4 | $239K | Sell |
1,435
-16
| -1% | -$2.67K | 0.03% | 202 |
|
|
2024
Q3 | $247K | Buy |
1,451
+512
| +55% | +$87.2K | 0.03% | 202 |
|
|
2024
Q2 | $133K | Buy |
939
+349
| +59% | +$49.3K | 0.02% | 269 |
|
|
2024
Q1 | $74.1K | Sell |
590
-20
| -3% | -$2.51K | 0.01% | 328 |
|
|
2023
Q4 | $64.3K | Buy |
610
+14
| +2% | +$1.48K | 0.01% | 328 |
|
|
2023
Q3 | $63.1K | Sell |
596
-52
| -8% | -$5.51K | 0.01% | 317 |
|
|
2023
Q2 | $77.2K | Hold |
648
| – | – | 0.01% | 307 |
|
|
2023
Q1 | $60.2K | Hold |
648
| – | – | 0.01% | 316 |
|
|
2022
Q4 | $53K | Buy |
648
+12
| +2% | +$981 | 0.01% | 327 |
|
|
2022
Q3 | $39K | Buy |
636
+104
| +20% | +$6.38K | 0.01% | 342 |
|
|
2022
Q2 | $37K | Hold |
532
| – | – | 0.01% | 335 |
|
|
2022
Q1 | $44K | Hold |
532
| – | – | 0.01% | 321 |
|
|
2021
Q4 | $46K | Hold |
532
| – | – | 0.01% | 302 |
|
|
2021
Q3 | $46K | Hold |
532
| – | – | 0.01% | 286 |
|
|
2021
Q2 | $41K | Buy |
532
+182
| +52% | +$14K | 0.01% | 289 |
|
|
2021
Q1 | $25K | Hold |
350
| – | – | 0.01% | 329 |
|
|
2020
Q4 | $23K | Hold |
350
| – | – | 0.01% | 317 |
|
|
2020
Q3 | $21K | Hold |
350
| – | – | 0.01% | 305 |
|
|
2020
Q2 | $19K | Hold |
350
| – | – | ﹤0.01% | 304 |
|
|
2020
Q1 | $17K | Sell |
350
-68
| -16% | -$3.3K | ﹤0.01% | 304 |
|
|
2019
Q4 | $22K | Hold |
418
| – | – | 0.01% | 308 |
|
|
2019
Q3 | $23K | Hold |
418
| – | – | 0.01% | 299 |
|
|
2019
Q2 | $24K | Hold |
418
| – | – | 0.01% | 323 |
|
|
2019
Q1 | $22K | Hold |
418
| – | – | 0.01% | 316 |
|
|
2018
Q4 | $19K | Buy |
418
+213
| +104% | +$9.68K | 0.01% | 314 |
|
|
2018
Q3 | $11K | Hold |
205
| – | – | ﹤0.01% | 394 |
|
|
2018
Q2 | $9K | Hold |
205
| – | – | ﹤0.01% | 418 |
|
|
2018
Q1 | $9K | Sell |
205
-293
| -59% | -$12.9K | ﹤0.01% | 398 |
|
|
2017
Q4 | $24K | Buy |
498
+93
| +23% | +$4.48K | 0.01% | 306 |
|
|
2017
Q3 | $20K | Hold |
405
| – | – | 0.01% | 301 |
|
|
2017
Q2 | $20K | Buy |
405
+68
| +20% | +$3.36K | 0.01% | 290 |
|
|
2017
Q1 | $15K | Buy |
337
+137
| +69% | +$6.1K | ﹤0.01% | 294 |
|
|
2016
Q4 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 356 |
|
|
2016
Q1 | – | Sell |
-111
| Closed | -$4K | – | 428 |
|
|
2015
Q4 | $4K | Hold |
111
| – | – | ﹤0.01% | 362 |
|
|
2015
Q3 | $4K | Hold |
111
| – | – | ﹤0.01% | 346 |
|
|
2015
Q2 | $4K | Hold |
111
| – | – | ﹤0.01% | 373 |
|
|
2015
Q1 | $5K | Buy |
+111
| New | +$5K | ﹤0.01% | 342 |
|