BWP
Balboa Wealth Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
7,636
+1,035
| +16% | +$226K | 0.33% | 58 |
|
|
2025
Q1 | $923K | Sell |
6,601
-14
| -0.2% | -$1.96K | 0.22% | 82 |
|
|
2024
Q4 | $1.1M | Buy |
6,615
+1,076
| +19% | +$179K | 0.25% | 71 |
|
|
2024
Q3 | $944K | Buy |
5,539
+1,117
| +25% | +$190K | 0.24% | 83 |
|
|
2024
Q2 | $624K | Buy |
4,422
+2,149
| +95% | +$303K | 0.16% | 110 |
|
|
2024
Q1 | $286K | Buy |
+2,273
| New | +$286K | 0.08% | 170 |
|
|
2023
Q3 | – | Sell |
-2,064
| Closed | -$246K | – | 312 |
|
|
2023
Q2 | $246K | Buy |
+2,064
| New | +$246K | 0.09% | 192 |
|