Beaumont Financial Advisors’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 | $3.17M | Sell |
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|
2025
Q2 | $2.49M | Sell |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.91M | Buy |
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|
2024
Q3 | $1.89M | Buy |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.4M | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $914K | Sell |
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|
2022
Q4 | $908K | Sell |
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|
2022
Q3 | $698K | Buy |
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|
2022
Q2 | $783K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $892K | Buy |
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|
2021
Q3 | $890K | Sell |
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|
2021
Q2 | $828K | Buy |
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|
2021
Q1 | $735K | Sell |
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|
2020
Q4 | $805K | Buy |
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|
2020
Q3 | $657K | Buy |
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|
2020
Q2 | $232K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.96M | Sell |
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|
2017
Q4 | $2.04M | Sell |
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|
2017
Q3 | $2.11M | Buy |
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|
2017
Q2 | $2.18M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $5.24M | Sell |
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|
2015
Q4 | $4.74M | Buy |
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|
2015
Q3 | $4.96M | Hold |
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|
2015
Q2 | $4.96M | Sell |
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|
2015
Q1 | $5.43M | Sell |
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|
2014
Q4 | $5.7M | Buy |
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|
2014
Q3 | $4.54M | Sell |
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|
2014
Q2 | $4.88M | Sell |
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|
2014
Q1 | $5.26M | Sell |
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|
2013
Q4 | $5.64M | Buy |
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|
2013
Q3 | $4.69M | Sell |
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|
2013
Q2 | $4.82M | Buy |
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