Baldwin Wealth Partners’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 | $898K | Buy |
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|
2025
Q2 | $694K | Hold |
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|
2025
Q1 | $444K | Buy |
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|
2024
Q4 | $520K | Sell |
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|
2024
Q3 | $599K | Buy |
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|
2024
Q2 | $482K | Sell |
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|
2024
Q1 | $464K | Sell |
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|
2023
Q4 | $400K | Sell |
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|
2023
Q3 | $434K | Sell |
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|
2023
Q2 | $529K | Sell |
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|
2023
Q1 | $420K | Sell |
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|
2022
Q4 | $400K | Sell |
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|
2022
Q3 | $343K | Sell |
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|
2022
Q2 | $462K | Hold |
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|
2022
Q1 | $547K | Sell |
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|
2021
Q4 | $599K | Hold |
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|
2021
Q3 | $598K | Hold |
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|
2021
Q2 | $534K | Hold |
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|
2021
Q1 | $482K | Sell |
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|
2020
Q4 | $455K | Sell |
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|
2020
Q3 | $499K | Sell |
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|
2020
Q2 | $556K | Sell |
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|
2020
Q1 | $491K | Hold |
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|
2019
Q4 | $538K | Hold |
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|
2019
Q3 | $559K | Hold |
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|
2019
Q2 | $579K | Hold |
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|
2019
Q1 | $545K | Sell |
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|
2018
Q4 | $483K | Buy |
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|
2018
Q3 | $524K | Sell |
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|
2018
Q2 | $629K | Sell |
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|
2018
Q1 | $668K | Sell |
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|
2017
Q4 | $1.15M | Sell |
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|
2017
Q3 | $1.19M | Sell |
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|
2017
Q2 | $1.36M | Sell |
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|
2017
Q1 | $1.45M | Sell |
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|
2016
Q4 | $1.32M | Sell |
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|
2016
Q3 | $1.39M | Sell |
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|
2016
Q2 | $1.51M | Buy |
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|
2016
Q1 | $1.44M | Buy |
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|
2015
Q4 | $1.17M | Sell |
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|
2015
Q3 | $1.64M | Buy |
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|
2015
Q2 | $1.78M | Sell |
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|
2015
Q1 | $1.93M | Sell |
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|
2014
Q4 | $2.14M | Sell |
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|
2014
Q3 | $1.92M | Buy |
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|
2014
Q2 | $2M | Sell |
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|
2014
Q1 | $2.03M | Sell |
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|
2013
Q4 | $1.91M | Buy |
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|
2013
Q3 | $1.45M | Sell |
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|
2013
Q2 | $1.34M | Buy |
|