Wilkins Investment Counsel’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $503K | Hold |
2,300
| – | – | 0.07% | 99 |
|
2025
Q1 | $322K | Sell |
2,300
-100
| -4% | -$14K | 0.05% | 109 |
|
2024
Q4 | $400K | Hold |
2,400
| – | – | 0.06% | 107 |
|
2024
Q3 | $409K | Hold |
2,400
| – | – | 0.06% | 106 |
|
2024
Q2 | $339K | Hold |
2,400
| – | – | 0.05% | 109 |
|
2024
Q1 | $301K | Sell |
2,400
-200
| -8% | -$25.1K | 0.04% | 112 |
|
2023
Q4 | $274K | Sell |
2,600
-300
| -10% | -$31.6K | 0.07% | 73 |
|
2023
Q3 | $307K | Hold |
2,900
| – | – | 0.08% | 68 |
|
2023
Q2 | $345K | Sell |
2,900
-150
| -5% | -$17.8K | 0.09% | 70 |
|
2023
Q1 | $283K | Sell |
3,050
-250
| -8% | -$23.2K | 0.07% | 72 |
|
2022
Q4 | $270K | Hold |
3,300
| – | – | 0.07% | 71 |
|
2022
Q3 | $202K | Hold |
3,300
| – | – | 0.06% | 74 |
|
2022
Q2 | $231K | Hold |
3,300
| – | – | 0.06% | 74 |
|
2022
Q1 | $273K | Hold |
3,300
| – | – | 0.06% | 75 |
|
2021
Q4 | $288K | Hold |
3,300
| – | – | 0.06% | 78 |
|
2021
Q3 | $288K | Hold |
3,300
| – | – | 0.07% | 73 |
|
2021
Q2 | $257K | Hold |
3,300
| – | – | 0.06% | 74 |
|
2021
Q1 | $232K | Sell |
3,300
-300
| -8% | -$21.1K | 0.06% | 72 |
|
2020
Q4 | $233K | Hold |
3,600
| – | – | 0.06% | 73 |
|
2020
Q3 | $215K | Buy |
+3,600
| New | +$215K | 0.06% | 71 |
|
2020
Q1 | – | Sell |
-4,700
| Closed | -$249K | – | 73 |
|
2019
Q4 | $249K | Hold |
4,700
| – | – | 0.07% | 73 |
|
2019
Q3 | $259K | Hold |
4,700
| – | – | 0.08% | 73 |
|
2019
Q2 | $268K | Hold |
4,700
| – | – | 0.08% | 74 |
|
2019
Q1 | $252K | Sell |
4,700
-1,400
| -23% | -$75.1K | 0.08% | 73 |
|
2018
Q4 | $275K | Hold |
6,100
| – | – | 0.09% | 71 |
|
2018
Q3 | $315K | Hold |
6,100
| – | – | 0.09% | 70 |
|
2018
Q2 | $269K | Hold |
6,100
| – | – | 0.08% | 71 |
|
2018
Q1 | $279K | Sell |
6,100
-1,100
| -15% | -$50.3K | 0.09% | 71 |
|
2017
Q4 | $340K | Hold |
7,200
| – | – | 0.1% | 69 |
|
2017
Q3 | $348K | Hold |
7,200
| – | – | 0.11% | 67 |
|
2017
Q2 | $361K | Sell |
7,200
-800
| -10% | -$40.1K | 0.11% | 70 |
|
2017
Q1 | $357K | Sell |
8,000
-500
| -6% | -$22.3K | 0.11% | 69 |
|
2016
Q4 | $327K | Hold |
8,500
| – | – | 0.1% | 71 |
|
2016
Q3 | $334K | Hold |
8,500
| – | – | 0.11% | 68 |
|
2016
Q2 | $348K | Hold |
8,500
| – | – | 0.12% | 70 |
|
2016
Q1 | $348K | Sell |
8,500
-250
| -3% | -$10.2K | 0.13% | 70 |
|
2015
Q4 | $320K | Sell |
8,750
-455
| -5% | -$16.6K | 0.12% | 71 |
|
2015
Q3 | $332K | Buy |
+9,205
| New | +$332K | 0.13% | 72 |
|