Badgley Phelps Wealth Managers’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.6M | Sell |
131,015
-2,462
| -2% | -$538K | 0.63% | 43 |
|
|
2025
Q1 | $18.7M | Sell |
133,477
-46,193
| -26% | -$6.46M | 0.45% | 65 |
|
|
2024
Q4 | $29.9M | Sell |
179,670
-273
| -0.2% | -$45.5K | 0.7% | 37 |
|
|
2024
Q3 | $30.7M | Buy |
179,943
+4,840
| +3% | +$825K | 0.71% | 38 |
|
|
2024
Q2 | $24.7M | Buy |
175,103
+4,715
| +3% | +$666K | 0.61% | 47 |
|
|
2024
Q1 | $21.4M | Buy |
170,388
+6,674
| +4% | +$838K | 0.54% | 59 |
|
|
2023
Q4 | $17.3M | Buy |
163,714
+13,483
| +9% | +$1.42M | 0.47% | 67 |
|
|
2023
Q3 | $15.9M | Buy |
150,231
+28,911
| +24% | +$3.06M | 0.54% | 64 |
|
|
2023
Q2 | $14.4M | Buy |
121,320
+7,446
| +7% | +$887K | 0.48% | 69 |
|
|
2023
Q1 | $10.6M | Buy |
113,874
+12,438
| +12% | +$1.16M | 0.39% | 85 |
|
|
2022
Q4 | $8.29M | Buy |
101,436
+96,232
| +1,849% | +$7.87M | 0.33% | 95 |
|
|
2022
Q3 | $318K | Buy |
5,204
+220
| +4% | +$13.4K | 0.01% | 162 |
|
|
2022
Q2 | $348K | Hold |
4,984
| – | – | 0.01% | 161 |
|
|
2022
Q1 | $412K | Sell |
4,984
-580
| -10% | -$47.9K | 0.01% | 165 |
|
|
2021
Q4 | $485K | Sell |
5,564
-300
| -5% | -$26.2K | 0.02% | 163 |
|
|
2021
Q3 | $511K | Buy |
+5,864
| New | +$511K | 0.02% | 153 |
|