Baker Tilly Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.89M | Sell |
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|
2025
Q2 | $4.16M | Sell |
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|
2025
Q1 | $2.75M | Buy |
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|
2024
Q4 | $3.26M | Buy |
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|
2024
Q3 | $3.11M | Buy |
|
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|
2024
Q2 | $2.16M | Sell |
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|
2024
Q1 | $3.84M | Buy |
|
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|
2023
Q4 | $3.22M | Sell |
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|
2023
Q3 | $3.8M | Sell |
|
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|
2023
Q2 | $10.1M | Sell |
|
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|
2023
Q1 | $8.27M | Sell |
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|
2022
Q4 | $7.64M | Buy |
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|
2022
Q3 | $5M | Sell |
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|
2022
Q2 | $5.83M | Buy |
|
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|
2022
Q1 | $6.59M | Buy |
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|
2021
Q4 | $5.92M | Buy |
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|
2021
Q3 | $5.05M | Buy |
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|
2021
Q2 | $3.8M | Buy |
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|
2021
Q1 | $2.95M | Buy |
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|
2020
Q4 | $1.15M | Buy |
|