Baron Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
+1,072
| New | +$234K | 0.08% | 187 |
|
|
2025
Q1 | – | Sell |
-1,668
| Closed | -$278K | – | 232 |
|
|
2024
Q4 | $278K | Sell |
1,668
-21
| -1% | -$3.5K | 0.13% | 135 |
|
|
2024
Q3 | $288K | Sell |
1,689
-212
| -11% | -$36.1K | 0.14% | 129 |
|
|
2024
Q2 | $268K | Buy |
1,901
+42
| +2% | +$5.93K | 0.14% | 127 |
|
|
2024
Q1 | $234K | Sell |
1,859
-55
| -3% | -$6.91K | 0.12% | 150 |
|
|
2023
Q4 | $202K | Buy |
+1,914
| New | +$202K | 0.11% | 168 |
|