West Oak Capital’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.7K | Buy |
25,945
+245
| +1% | +$536 | 2.22% | 9 |
|
|
2025
Q1 | $35.9K | Sell |
25,700
-1,235
| -5% | -$1.73K | 1.39% | 16 |
|
|
2024
Q4 | $44.9M | Sell |
26,935
-155
| -0.6% | -$258K | 1.59% | 12 |
|
|
2024
Q3 | $46.2K | Sell |
27,090
-735
| -3% | -$1.25K | 0.86% | 12 |
|
|
2024
Q2 | $3.93M | Sell |
27,825
-50
| -0.2% | -$7.06K | 1.58% | 13 |
|
|
2024
Q1 | $3.5M | Buy |
27,875
+20
| +0.1% | +$2.51K | 1.49% | 15 |
|
|
2023
Q4 | $2.97M | Sell |
27,855
-795
| -3% | -$84.7K | 1.39% | 17 |
|
|
2023
Q3 | $3.04M | Sell |
28,650
-220
| -0.8% | -$23.3K | 1.51% | 15 |
|
|
2023
Q2 | $3.44M | Sell |
28,870
-280
| -1% | -$33.3K | 1.67% | 10 |
|
|
2023
Q1 | $2.71M | Sell |
29,150
-2,320
| -7% | -$216K | 1.37% | 17 |
|
|
2022
Q4 | $2.57M | Sell |
31,470
-1,330
| -4% | -$109K | 1.34% | 19 |
|
|
2022
Q3 | $2M | Sell |
32,800
-35
| -0.1% | -$2.14K | 1.09% | 32 |
|
|
2022
Q2 | $2.29M | Sell |
32,835
-395
| -1% | -$27.6K | 1.2% | 25 |
|
|
2022
Q1 | $2.75M | Sell |
33,230
-720
| -2% | -$59.6K | 1.24% | 24 |
|
|
2021
Q4 | $2.96M | Sell |
33,950
-955
| -3% | -$83.3K | 1.09% | 26 |
|
|
2021
Q3 | $3.04M | Sell |
34,905
-1,640
| -4% | -$143K | 1.18% | 22 |
|
|
2021
Q2 | $2.85M | Sell |
36,545
-1,095
| -3% | -$85.2K | 1.12% | 26 |
|
|
2021
Q1 | $2.64M | Buy |
37,640
+175
| +0.5% | +$12.3K | 1.13% | 27 |
|
|
2020
Q4 | $2.42M | Buy |
37,465
+770
| +2% | +$49.8K | 1.13% | 27 |
|
|
2020
Q3 | $2.19M | Sell |
36,695
-1,115
| -3% | -$66.6K | 1.2% | 26 |
|
|
2020
Q2 | $2.09M | Buy |
37,810
+420
| +1% | +$23.2K | 1.19% | 29 |
|
|
2020
Q1 | $1.81M | Buy |
37,390
+1,575
| +4% | +$76.1K | 1.24% | 27 |
|
|
2019
Q4 | $1.9M | Sell |
35,815
-3,115
| -8% | -$165K | 1.07% | 39 |
|
|
2019
Q3 | $2.14M | Buy |
38,930
+670
| +2% | +$36.9K | 1.26% | 28 |
|
|
2019
Q2 | $2.18M | Buy |
38,260
+245
| +0.6% | +$14K | 1.3% | 23 |
|
|
2019
Q1 | $2.04M | Buy |
38,015
+445
| +1% | +$23.9K | 1.28% | 21 |
|
|
2018
Q4 | $1.7M | Buy |
37,570
+2,089
| +6% | +$94.3K | 1.2% | 25 |
|
|
2018
Q3 | $1.83M | Buy |
35,481
+350
| +1% | +$18K | 1.06% | 34 |
|
|
2018
Q2 | $1.55M | Sell |
35,131
-1,325
| -4% | -$58.4K | 0.94% | 41 |
|
|
2018
Q1 | $1.67M | Sell |
36,456
-1,375
| -4% | -$62.9K | 0.99% | 31 |
|
|
2017
Q4 | $1.79M | Sell |
37,831
-900
| -2% | -$42.6K | 1.1% | 26 |
|
|
2017
Q3 | $1.87M | Sell |
38,731
-1,185
| -3% | -$57.3K | 1.11% | 22 |
|
|
2017
Q2 | $2M | Sell |
39,916
-489
| -1% | -$24.5K | 1.21% | 15 |
|
|
2017
Q1 | $1.8M | Buy |
40,405
+1,820
| +5% | +$81.2K | 1.11% | 25 |
|
|
2016
Q4 | $1.48M | Sell |
38,585
-850
| -2% | -$32.7K | 0.99% | 38 |
|
|
2016
Q3 | $1.55M | Buy |
39,435
+790
| +2% | +$31K | 1.07% | 30 |
|
|
2016
Q2 | $1.58M | Buy |
38,645
+500
| +1% | +$20.5K | 1.14% | 29 |
|
|
2016
Q1 | $1.56M | Sell |
38,145
-285
| -0.7% | -$11.7K | 1.2% | 27 |
|
|
2015
Q4 | $1.4M | Buy |
38,430
+4,069
| +12% | +$149K | 1.09% | 34 |
|
|
2015
Q3 | $1.24M | Sell |
34,361
-400
| -1% | -$14.4K | 1% | 37 |
|
|
2015
Q2 | $1.4M | Sell |
34,761
-905
| -3% | -$36.5K | 1.04% | 35 |
|
|
2015
Q1 | $1.54M | Sell |
35,666
-415
| -1% | -$17.9K | 1.13% | 32 |
|
|
2014
Q4 | $1.62M | Buy |
36,081
+326
| +0.9% | +$14.7K | 1.18% | 31 |
|
|
2014
Q3 | $1.37M | Sell |
35,755
-7,350
| -17% | -$281K | 1.03% | 37 |
|
|
2014
Q2 | $1.75M | Buy |
43,105
+293
| +0.7% | +$11.9K | 1.27% | 24 |
|
|
2014
Q1 | $1.75M | Sell |
42,812
-250
| -0.6% | -$10.2K | 1.28% | 20 |
|
|
2013
Q4 | $1.65M | Sell |
43,062
-100
| -0.2% | -$3.83K | 1.21% | 25 |
|
|
2013
Q3 | $1.43M | Buy |
43,162
+1,740
| +4% | +$57.7K | 1.12% | 26 |
|
|
2013
Q2 | $1.27M | Buy |
+41,422
| New | +$1.27M | 1.06% | 32 |
|