West Family Investments’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
6,847
+1,423
| +26% | +$311K | 0.39% | 43 |
|
|
2025
Q1 | $758K | Sell |
5,424
-91
| -2% | -$12.7K | 0.29% | 73 |
|
|
2024
Q4 | $919K | Sell |
5,515
-163
| -3% | -$27.2K | 0.32% | 61 |
|
|
2024
Q3 | $968K | Buy |
5,678
+1,224
| +27% | +$209K | 0.33% | 64 |
|
|
2024
Q2 | $629K | Buy |
4,454
+67
| +2% | +$9.46K | 0.19% | 91 |
|
|
2024
Q1 | $551K | Buy |
4,387
+388
| +10% | +$48.7K | 0.17% | 106 |
|
|
2023
Q4 | $422K | Hold |
3,999
| – | – | 0.14% | 112 |
|
|
2023
Q3 | $424K | Buy |
+3,999
| New | +$424K | 0.15% | 108 |
|
|
2023
Q2 | – | Sell |
-3,999
| Closed | -$372K | – | 255 |
|
|
2023
Q1 | $372K | Buy |
3,999
+325
| +9% | +$30.2K | 0.15% | 106 |
|
|
2022
Q4 | $300K | Buy |
+3,674
| New | +$300K | 0.1% | 161 |
|
|
2022
Q3 | – | Sell |
-6,376
| Closed | -$445K | – | 242 |
|
|
2022
Q2 | $445K | Buy |
6,376
+2,168
| +52% | +$151K | 0.18% | 103 |
|
|
2022
Q1 | $348K | Sell |
4,208
-3,873
| -48% | -$320K | 0.1% | 164 |
|
|
2021
Q4 | $705K | Sell |
8,081
-1,355
| -14% | -$118K | 0.19% | 92 |
|
|
2021
Q3 | $822K | Buy |
9,436
+1,109
| +13% | +$96.6K | 0.21% | 87 |
|
|
2021
Q2 | $648K | Buy |
+8,327
| New | +$648K | 0.18% | 96 |
|