Beaton Management Company’s Oracle ORCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.6M	Sell	7,319 -150	-2%	-$32.8K	0.78%	40
2025 Q1	$1.04M	Buy	7,469 +100	+1%	+$14K	0.54%	56
2024 Q4	$1.23M	Hold	7,369	–	–	0.62%	52
2024 Q3	$1.26M	Hold	7,369	–	–	0.64%	50
2024 Q2	$1.04M	Hold	7,369	–	–	0.56%	53
2024 Q1	$926K	Sell	7,369 -2,000	-21%	-$251K	0.5%	59
2023 Q4	$988K	Buy	9,369 +2,000	+27%	+$211K	0.59%	54
2023 Q3	$781K	Buy	7,369 +39	+0.5%	+$4.13K	0.51%	63
2023 Q2	$873K	Hold	7,330	–	–	0.55%	59
2023 Q1	$681K	Hold	7,330	–	–	0.46%	66
2022 Q4	$599K	Hold	7,330	–	–	0.4%	71
2022 Q3	$448K	Hold	7,330	–	–	0.34%	75
2022 Q2	$512K	Sell	7,330 -100	-1%	-$6.99K	0.36%	74
2022 Q1	$615K	Sell	7,430 -100	-1%	-$8.28K	0.38%	68
2021 Q4	$657K	Hold	7,530	–	–	0.39%	66
2021 Q3	$656K	Hold	7,530	–	–	0.43%	65
2021 Q2	$586K	Hold	7,530	–	–	0.37%	72
2021 Q1	$528K	Sell	7,530 -550	-7%	-$38.6K	0.36%	76
2020 Q4	$523K	Sell	8,080 -100	-1%	-$6.47K	0.39%	73
2020 Q3	$488K	Sell	8,180 -200	-2%	-$11.9K	0.4%	73
2020 Q2	$463K	Hold	8,380	–	–	0.41%	70
2020 Q1	$405K	Hold	8,380	–	–	0.41%	71
2019 Q4	$444K	Hold	8,380	–	–	0.35%	76
2019 Q3	$461K	Hold	8,380	–	–	0.37%	77
2019 Q2	$477K	Hold	8,380	–	–	0.4%	72
2019 Q1	$450K	Hold	8,380	–	–	0.39%	76
2018 Q4	$378K	Hold	8,380	–	–	0.37%	77
2018 Q3	$432K	Hold	8,380	–	–	0.36%	78
2018 Q2	$369K	Hold	8,380	–	–	0.33%	83
2018 Q1	$383K	Hold	8,380	–	–	0.35%	81
2017 Q4	$396K	Hold	8,380	–	–	0.36%	76
2017 Q3	$405K	Hold	8,380	–	–	0.38%	74
2017 Q2	$420K	Buy	+8,380	New	+$420K	0.42%	68