Woodmont 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 | $2.46M | Buy |
11,270
+81
| +0.7% | +$17.7K | 0.16% | 93 |
|
2025
Q1 | $1.56M | Buy |
11,189
+65
| +0.6% | +$9.09K | 0.11% | 118 |
|
2024
Q4 | $1.85M | Buy |
11,124
+185
| +2% | +$30.8K | 0.14% | 103 |
|
2024
Q3 | $1.86M | Sell |
10,939
-7
| -0.1% | -$1.19K | 0.14% | 104 |
|
2024
Q2 | $1.55M | Buy |
10,946
+627
| +6% | +$88.5K | 0.13% | 106 |
|
2024
Q1 | $1.3M | Hold |
10,319
| – | – | 0.11% | 120 |
|
2023
Q4 | $1.09M | Sell |
10,319
-392
| -4% | -$41.3K | 0.1% | 125 |
|
2023
Q3 | $1.13M | Sell |
10,711
-1,060
| -9% | -$112K | 0.12% | 119 |
|
2023
Q2 | $1.4M | Sell |
11,771
-334
| -3% | -$39.8K | 0.15% | 114 |
|
2023
Q1 | $1.12M | Sell |
12,105
-181
| -1% | -$16.8K | 0.12% | 121 |
|
2022
Q4 | $1M | Hold |
12,286
| – | – | 0.11% | 128 |
|
2022
Q3 | $750K | Sell |
12,286
-300
| -2% | -$18.3K | 0.09% | 141 |
|
2022
Q2 | $879K | Hold |
12,586
| – | – | 0.11% | 137 |
|
2022
Q1 | $1.04M | Sell |
12,586
-1
| -0% | -$83 | 0.12% | 126 |
|
2021
Q4 | $1.1M | Sell |
12,587
-2,450
| -16% | -$214K | 0.14% | 111 |
|
2021
Q3 | $1.31M | Hold |
15,037
| – | – | 0.19% | 95 |
|
2021
Q2 | $1.17M | Sell |
15,037
-425
| -3% | -$33.1K | 0.18% | 97 |
|
2021
Q1 | $1.09M | Sell |
15,462
-34
| -0.2% | -$2.39K | 0.18% | 94 |
|
2020
Q4 | $1M | Sell |
15,496
-60
| -0.4% | -$3.88K | 0.19% | 92 |
|
2020
Q3 | $929K | Hold |
15,556
| – | – | 0.2% | 89 |
|
2020
Q2 | $860K | Sell |
15,556
-1,037
| -6% | -$57.3K | 0.21% | 94 |
|
2020
Q1 | $802K | Sell |
16,593
-1,193
| -7% | -$57.7K | 0.22% | 91 |
|
2019
Q4 | $942K | Sell |
17,786
-54
| -0.3% | -$2.86K | 0.21% | 95 |
|
2019
Q3 | $982K | Sell |
17,840
-4,797
| -21% | -$264K | 0.24% | 96 |
|
2019
Q2 | $1.29M | Buy |
22,637
+1,083
| +5% | +$61.7K | 0.32% | 80 |
|
2019
Q1 | $1.16M | Sell |
21,554
-1,426
| -6% | -$76.6K | 0.3% | 80 |
|
2018
Q4 | $1.04M | Buy |
22,980
+123
| +0.5% | +$5.56K | 0.29% | 83 |
|
2018
Q3 | $1.18M | Sell |
22,857
-1,419
| -6% | -$73.2K | 0.32% | 78 |
|
2018
Q2 | $1.07M | Buy |
24,276
+1,253
| +5% | +$55.2K | 0.3% | 83 |
|
2018
Q1 | $1.05M | Buy |
23,023
+723
| +3% | +$33.1K | 0.29% | 83 |
|
2017
Q4 | $1.05M | Buy |
22,300
+851
| +4% | +$40.2K | 0.27% | 92 |
|
2017
Q3 | $1.04M | Buy |
21,449
+200
| +0.9% | +$9.67K | 0.28% | 88 |
|
2017
Q2 | $1.07M | Sell |
21,249
-4,825
| -19% | -$242K | 0.3% | 89 |
|
2017
Q1 | $1M | Hold |
26,074
| – | – | 0.29% | 92 |
|
2016
Q4 | $1M | Buy |
26,074
+7,748
| +42% | +$298K | 0.29% | 93 |
|
2016
Q3 | $720K | Hold |
18,326
| – | – | 0.21% | 114 |
|
2016
Q2 | $750K | Sell |
18,326
-189
| -1% | -$7.74K | 0.22% | 105 |
|
2016
Q1 | $757K | Hold |
18,515
| – | – | 0.23% | 101 |
|
2015
Q4 | $676K | Sell |
18,515
-500
| -3% | -$18.3K | 0.2% | 116 |
|
2015
Q3 | $687K | Sell |
19,015
-1,100
| -5% | -$39.7K | 0.21% | 112 |
|
2015
Q2 | $811K | Sell |
20,115
-1,750
| -8% | -$70.6K | 0.23% | 103 |
|
2015
Q1 | $943K | Sell |
21,865
-1,700
| -7% | -$73.3K | 0.29% | 91 |
|
2014
Q4 | $1.06M | Sell |
23,565
-525
| -2% | -$23.6K | 0.33% | 95 |
|
2014
Q3 | $922K | Buy |
24,090
+2,005
| +9% | +$76.7K | 0.26% | 112 |
|
2014
Q2 | $895K | Sell |
22,085
-873
| -4% | -$35.4K | 0.25% | 116 |
|
2014
Q1 | $939K | Sell |
22,958
-1,075
| -4% | -$44K | 0.27% | 110 |
|
2013
Q4 | $920K | Sell |
24,033
-2,575
| -10% | -$98.6K | 0.28% | 110 |
|
2013
Q3 | $883K | Sell |
26,608
-2,151
| -7% | -$71.4K | 0.32% | 89 |
|
2013
Q2 | $883K | Buy |
+28,759
| New | +$883K | 0.29% | 99 |
|