BTWM
Baker Tilly Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Sell |
19,012
-638
| -3% | -$139K | 1.48% | 16 |
|
|
2025
Q1 | $2.75M | Buy |
19,650
+66
| +0.3% | +$9.23K | 1.08% | 19 |
|
|
2024
Q4 | $3.26M | Buy |
19,584
+1,340
| +7% | +$223K | 1.28% | 17 |
|
|
2024
Q3 | $3.11M | Buy |
18,244
+2,959
| +19% | +$504K | 1.38% | 14 |
|
|
2024
Q2 | $2.16M | Sell |
15,285
-15,286
| -50% | -$2.16M | 0.88% | 19 |
|
|
2024
Q1 | $3.84M | Buy |
30,571
+28
| +0.1% | +$3.52K | 0.69% | 23 |
|
|
2023
Q4 | $3.22M | Sell |
30,543
-5,331
| -15% | -$562K | 0.53% | 33 |
|
|
2023
Q3 | $3.8M | Sell |
35,874
-48,866
| -58% | -$5.18M | 0.63% | 29 |
|
|
2023
Q2 | $10.1M | Sell |
84,740
-4,260
| -5% | -$507K | 1.06% | 17 |
|
|
2023
Q1 | $8.27M | Sell |
89,000
-4,495
| -5% | -$418K | 0.93% | 17 |
|
|
2022
Q4 | $7.64M | Buy |
93,495
+11,682
| +14% | +$955K | 0.94% | 14 |
|
|
2022
Q3 | $5M | Sell |
81,813
-1,615
| -2% | -$98.6K | 0.68% | 27 |
|
|
2022
Q2 | $5.83M | Buy |
83,428
+3,782
| +5% | +$264K | 0.76% | 22 |
|
|
2022
Q1 | $6.59M | Buy |
79,646
+11,802
| +17% | +$976K | 0.73% | 23 |
|
|
2021
Q4 | $5.92M | Buy |
67,844
+9,854
| +17% | +$859K | 0.64% | 31 |
|
|
2021
Q3 | $5.05M | Buy |
57,990
+9,226
| +19% | +$804K | 0.67% | 22 |
|
|
2021
Q2 | $3.8M | Buy |
48,764
+6,730
| +16% | +$524K | 0.61% | 31 |
|
|
2021
Q1 | $2.95M | Buy |
42,034
+24,282
| +137% | +$1.7M | 0.6% | 34 |
|
|
2020
Q4 | $1.15M | Buy |
+17,752
| New | +$1.15M | 0.35% | 69 |
|