Union Heritage Capital’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$21.1M Hold
2025
Q2
$16.4M Hold
2025
Q1
$10.5M Hold
2024
Q4
$12.5M Hold
2024
Q3
$12.8M Hold
2024
Q2
$10.6M Hold
2024
Q1
$9.41M Buy
2023
Q4
$6.8M Hold
2023
Q3
$6.83M Hold
2023
Q2
$7.68M Buy
2023
Q1
$5.76M Hold
2022
Q4
$5.07M Hold
2022
Q3
$3.79M Hold
2022
Q2
$4.33M Hold
2022
Q1
$5.13M Sell
2021
Q4
$5.97M Sell
2021
Q3
$6.83M Hold
2021
Q2
$6.1M Hold
2021
Q1
$5.5M Buy