Baltimore-Washington Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
+1,326
| New | +$290K | 0.01% | 143 |
|
|
2025
Q1 | – | Sell |
-1,265
| Closed | -$211K | – | 162 |
|
|
2024
Q4 | $211K | Hold |
1,265
| – | – | 0.01% | 147 |
|
|
2024
Q3 | $216K | Buy |
+1,265
| New | +$216K | 0.01% | 141 |
|
|
2015
Q4 | – | Sell |
-1,040
| Closed | -$37K | – | 206 |
|
|
2015
Q3 | $37K | Sell |
1,040
-66
| -6% | -$2.35K | 0.01% | 142 |
|
|
2015
Q2 | $44K | Sell |
1,106
-333
| -23% | -$13.2K | 0.01% | 133 |
|
|
2015
Q1 | $62K | Buy |
1,439
+66
| +5% | +$2.84K | 0.02% | 124 |
|
|
2014
Q4 | $62K | Sell |
1,373
-13
| -0.9% | -$587 | 0.02% | 126 |
|
|
2014
Q3 | $53K | Buy |
1,386
+346
| +33% | +$13.2K | 0.02% | 134 |
|
|
2014
Q2 | $42K | Hold |
1,040
| – | – | 0.01% | 169 |
|
|
2014
Q1 | $43K | Sell |
1,040
-48
| -4% | -$1.99K | 0.01% | 141 |
|
|
2013
Q4 | $42K | Buy |
+1,088
| New | +$42K | 0.01% | 173 |
|