Baldwin Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Hold |
3,175
| – | – | 0.05% | 124 |
|
|
2025
Q1 | $444K | Buy |
3,175
+57
| +2% | +$7.97K | 0.03% | 154 |
|
|
2024
Q4 | $520K | Sell |
3,118
-400
| -11% | -$66.7K | 0.04% | 144 |
|
|
2024
Q3 | $599K | Buy |
3,518
+106
| +3% | +$18.1K | 0.04% | 180 |
|
|
2024
Q2 | $482K | Sell |
3,412
-284
| -8% | -$40.1K | 0.04% | 146 |
|
|
2024
Q1 | $464K | Sell |
3,696
-100
| -3% | -$12.6K | 0.04% | 155 |
|
|
2023
Q4 | $400K | Sell |
3,796
-300
| -7% | -$31.6K | 0.03% | 163 |
|
|
2023
Q3 | $434K | Sell |
4,096
-350
| -8% | -$37.1K | 0.04% | 162 |
|
|
2023
Q2 | $529K | Sell |
4,446
-79
| -2% | -$9.41K | 0.04% | 152 |
|
|
2023
Q1 | $420K | Sell |
4,525
-371
| -8% | -$34.5K | 0.04% | 175 |
|
|
2022
Q4 | $400K | Sell |
4,896
-719
| -13% | -$58.8K | 0.04% | 176 |
|
|
2022
Q3 | $343K | Sell |
5,615
-1,000
| -15% | -$61.1K | 0.05% | 128 |
|
|
2022
Q2 | $462K | Hold |
6,615
| – | – | 0.06% | 112 |
|
|
2022
Q1 | $547K | Sell |
6,615
-250
| -4% | -$20.7K | 0.06% | 110 |
|
|
2021
Q4 | $599K | Hold |
6,865
| – | – | 0.06% | 109 |
|
|
2021
Q3 | $598K | Hold |
6,865
| – | – | 0.07% | 99 |
|
|
2021
Q2 | $534K | Hold |
6,865
| – | – | 0.06% | 112 |
|
|
2021
Q1 | $482K | Sell |
6,865
-175
| -2% | -$12.3K | 0.06% | 109 |
|
|
2020
Q4 | $455K | Sell |
7,040
-1,326
| -16% | -$85.7K | 0.06% | 108 |
|
|
2020
Q3 | $499K | Sell |
8,366
-1,700
| -17% | -$101K | 0.07% | 101 |
|
|
2020
Q2 | $556K | Sell |
10,066
-90
| -0.9% | -$4.97K | 0.08% | 95 |
|
|
2020
Q1 | $491K | Hold |
10,156
| – | – | 0.09% | 94 |
|
|
2019
Q4 | $538K | Hold |
10,156
| – | – | 0.08% | 105 |
|
|
2019
Q3 | $559K | Hold |
10,156
| – | – | 0.08% | 99 |
|
|
2019
Q2 | $579K | Hold |
10,156
| – | – | 0.09% | 109 |
|
|
2019
Q1 | $545K | Sell |
10,156
-546
| -5% | -$29.3K | 0.08% | 118 |
|
|
2018
Q4 | $483K | Buy |
10,702
+546
| +5% | +$24.6K | 0.08% | 119 |
|
|
2018
Q3 | $524K | Sell |
10,156
-4,125
| -29% | -$213K | 0.07% | 124 |
|
|
2018
Q2 | $629K | Sell |
14,281
-325
| -2% | -$14.3K | 0.1% | 106 |
|
|
2018
Q1 | $668K | Sell |
14,606
-9,789
| -40% | -$448K | 0.11% | 102 |
|
|
2017
Q4 | $1.15M | Sell |
24,395
-208
| -0.8% | -$9.83K | 0.18% | 84 |
|
|
2017
Q3 | $1.19M | Sell |
24,603
-2,551
| -9% | -$123K | 0.19% | 79 |
|
|
2017
Q2 | $1.36M | Sell |
27,154
-5,449
| -17% | -$273K | 0.22% | 72 |
|
|
2017
Q1 | $1.45M | Sell |
32,603
-1,801
| -5% | -$80.3K | 0.24% | 67 |
|
|
2016
Q4 | $1.32M | Sell |
34,404
-940
| -3% | -$36.1K | 0.24% | 65 |
|
|
2016
Q3 | $1.39M | Sell |
35,344
-1,442
| -4% | -$56.6K | 0.25% | 65 |
|
|
2016
Q2 | $1.51M | Buy |
36,786
+1,627
| +5% | +$66.6K | 0.31% | 55 |
|
|
2016
Q1 | $1.44M | Buy |
35,159
+3,200
| +10% | +$131K | 0.26% | 83 |
|
|
2015
Q4 | $1.17M | Sell |
31,959
-13,362
| -29% | -$488K | 0.19% | 107 |
|
|
2015
Q3 | $1.64M | Buy |
45,321
+1,200
| +3% | +$43.3K | 0.28% | 82 |
|
|
2015
Q2 | $1.78M | Sell |
44,121
-650
| -1% | -$26.2K | 0.26% | 84 |
|
|
2015
Q1 | $1.93M | Sell |
44,771
-2,775
| -6% | -$120K | 0.28% | 84 |
|
|
2014
Q4 | $2.14M | Sell |
47,546
-2,641
| -5% | -$119K | 0.31% | 73 |
|
|
2014
Q3 | $1.92M | Buy |
50,187
+749
| +2% | +$28.7K | 0.27% | 79 |
|
|
2014
Q2 | $2M | Sell |
49,438
-92
| -0.2% | -$3.73K | 0.3% | 73 |
|
|
2014
Q1 | $2.03M | Sell |
49,530
-308
| -0.6% | -$12.6K | 0.33% | 66 |
|
|
2013
Q4 | $1.91M | Buy |
49,838
+6,200
| +14% | +$237K | 0.31% | 78 |
|
|
2013
Q3 | $1.45M | Sell |
43,638
-100
| -0.2% | -$3.32K | 0.26% | 91 |
|
|
2013
Q2 | $1.34M | Buy |
+43,738
| New | +$1.34M | 0.27% | 91 |
|