VHAM
Van Hulzen Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Sell |
14,021
-84,749
| -86% | -$18.5M | 0.26% | 74 |
|
|
2025
Q1 | $13.8M | Sell |
98,770
-24,994
| -20% | -$3.49M | 1.26% | 22 |
|
|
2024
Q4 | $20.6M | Buy |
123,764
+401
| +0.3% | +$66.8K | 1.51% | 16 |
|
|
2024
Q3 | $21M | Sell |
123,363
-27,894
| -18% | -$4.75M | 1.52% | 17 |
|
|
2024
Q2 | $21.4M | Buy |
151,257
+18,092
| +14% | +$2.55M | 1.43% | 19 |
|
|
2024
Q1 | $16.7M | Buy |
133,165
+14,687
| +12% | +$1.84M | 1.1% | 27 |
|
|
2023
Q4 | $12.5M | Buy |
118,478
+41,087
| +53% | +$4.33M | 0.88% | 39 |
|
|
2023
Q3 | $8.2M | Buy |
77,391
+23,279
| +43% | +$2.47M | 0.63% | 49 |
|
|
2023
Q2 | $6.44M | Sell |
54,112
-90,722
| -63% | -$10.8M | 0.55% | 50 |
|
|
2023
Q1 | $13.4M | Buy |
144,834
+25,562
| +21% | +$2.37M | 1.26% | 26 |
|
|
2022
Q4 | $9.73M | Sell |
119,272
-1,328
| -1% | -$108K | 1.12% | 31 |
|
|
2022
Q3 | $7.37M | Buy |
120,600
+22,780
| +23% | +$1.39M | 0.91% | 34 |
|
|
2022
Q2 | $6.84M | Sell |
97,820
-85,381
| -47% | -$5.97M | 0.82% | 39 |
|
|
2022
Q1 | $15.2M | Buy |
183,201
+94,597
| +107% | +$7.83M | 1.61% | 15 |
|
|
2021
Q4 | $7.74M | Buy |
88,604
+82,156
| +1,274% | +$7.17M | 0.85% | 38 |
|
|
2021
Q3 | $562K | Buy |
6,448
+1
| +0% | +$87 | 0.08% | 139 |
|
|
2021
Q2 | $502K | Sell |
6,447
-96,000
| -94% | -$7.48M | 0.08% | 149 |
|
|
2021
Q1 | $7.19M | Sell |
102,447
-6,233
| -6% | -$437K | 1.15% | 33 |
|
|
2020
Q4 | $7.03M | Sell |
108,680
-3,002
| -3% | -$194K | 1.07% | 29 |
|
|
2020
Q3 | $6.67M | Buy |
111,682
+7,638
| +7% | +$456K | 1% | 32 |
|
|
2020
Q2 | $5.75M | Buy |
104,044
+92,183
| +777% | +$5.09M | 0.86% | 37 |
|
|
2020
Q1 | $573K | Sell |
11,861
-486
| -4% | -$23.5K | 0.12% | 108 |
|
|
2019
Q4 | $654K | Buy |
12,347
+461
| +4% | +$24.4K | 0.13% | 115 |
|
|
2019
Q3 | $654K | Buy |
11,886
+679
| +6% | +$37.4K | 0.14% | 110 |
|
|
2019
Q2 | $638K | Buy |
11,207
+2,522
| +29% | +$144K | 0.14% | 107 |
|
|
2019
Q1 | $466K | Buy |
8,685
+1,960
| +29% | +$105K | 0.13% | 118 |
|
|
2018
Q4 | $304K | Sell |
6,725
-23
| -0.3% | -$1.04K | 0.09% | 161 |
|
|
2018
Q3 | $348K | Buy |
6,748
+819
| +14% | +$42.2K | 0.09% | 146 |
|
|
2018
Q2 | $261K | Sell |
5,929
-213
| -3% | -$9.38K | 0.08% | 164 |
|
|
2018
Q1 | $281K | Sell |
6,142
-3,600
| -37% | -$165K | 0.09% | 154 |
|
|
2017
Q4 | $461K | Buy |
+9,742
| New | +$461K | 0.14% | 120 |
|
|
2017
Q1 | – | Sell |
-65,997
| Closed | -$2.54M | – | 141 |
|
|
2016
Q4 | $2.54M | Buy |
65,997
+948
| +1% | +$36.5K | 1.18% | 34 |
|
|
2016
Q3 | $2.56M | Buy |
65,049
+7,301
| +13% | +$287K | 1.39% | 26 |
|
|
2016
Q2 | $2.36M | Buy |
57,748
+3,202
| +6% | +$131K | 1.35% | 27 |
|
|
2016
Q1 | $2.23M | Buy |
54,546
+6,079
| +13% | +$249K | 1.27% | 28 |
|
|
2015
Q4 | $1.77M | Buy |
48,467
+27,000
| +126% | +$987K | 1.1% | 35 |
|
|
2015
Q3 | $775K | Buy |
21,467
+16,502
| +332% | +$596K | 0.5% | 53 |
|
|
2015
Q2 | $200K | Buy |
+4,965
| New | +$200K | 0.11% | 138 |
|