BFA
Beaumont Financial Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
11,389
-295
| -3% | -$64.5K | 0.18% | 78 |
|
|
2025
Q1 | $1.63M | Buy |
11,684
+243
| +2% | +$34K | 0.13% | 112 |
|
|
2024
Q4 | $1.91M | Buy |
11,441
+340
| +3% | +$56.7K | 0.14% | 97 |
|
|
2024
Q3 | $1.89M | Buy |
11,101
+25
| +0.2% | +$4.26K | 0.15% | 91 |
|
|
2024
Q2 | $1.56M | Sell |
11,076
-79
| -0.7% | -$11.2K | 0.13% | 104 |
|
|
2024
Q1 | $1.4M | Sell |
11,155
-82
| -0.7% | -$10.3K | 0.12% | 118 |
|
|
2023
Q4 | $1.18M | Sell |
11,237
-564
| -5% | -$59.5K | 0.11% | 126 |
|
|
2023
Q3 | $1.25M | Buy |
11,801
+259
| +2% | +$27.4K | 0.12% | 111 |
|
|
2023
Q2 | $1.37M | Buy |
11,542
+1,707
| +17% | +$203K | 0.13% | 111 |
|
|
2023
Q1 | $914K | Sell |
9,835
-1,275
| -11% | -$118K | 0.09% | 130 |
|
|
2022
Q4 | $908K | Sell |
11,110
-324
| -3% | -$26.5K | 0.09% | 132 |
|
|
2022
Q3 | $698K | Buy |
11,434
+220
| +2% | +$13.4K | 0.07% | 144 |
|
|
2022
Q2 | $783K | Sell |
11,214
-970
| -8% | -$67.7K | 0.07% | 143 |
|
|
2022
Q1 | $1.01M | Buy |
12,184
+1,955
| +19% | +$162K | 0.08% | 152 |
|
|
2021
Q4 | $892K | Buy |
10,229
+12
| +0.1% | +$1.05K | 0.06% | 158 |
|
|
2021
Q3 | $890K | Sell |
10,217
-415
| -4% | -$36.2K | 0.07% | 152 |
|
|
2021
Q2 | $828K | Buy |
10,632
+155
| +1% | +$12.1K | 0.06% | 161 |
|
|
2021
Q1 | $735K | Sell |
10,477
-1,966
| -16% | -$138K | 0.06% | 165 |
|
|
2020
Q4 | $805K | Buy |
12,443
+1,443
| +13% | +$93.4K | 0.07% | 155 |
|
|
2020
Q3 | $657K | Buy |
11,000
+6,794
| +162% | +$406K | 0.06% | 174 |
|
|
2020
Q2 | $232K | Buy |
+4,206
| New | +$232K | 0.02% | 256 |
|
|
2018
Q2 | – | Sell |
-42,937
| Closed | -$1.96M | – | 220 |
|
|
2018
Q1 | $1.96M | Sell |
42,937
-243
| -0.6% | -$11.1K | 0.22% | 76 |
|
|
2017
Q4 | $2.04M | Sell |
43,180
-446
| -1% | -$21.1K | 0.24% | 83 |
|
|
2017
Q3 | $2.11M | Buy |
43,626
+129
| +0.3% | +$6.24K | 0.26% | 79 |
|
|
2017
Q2 | $2.18M | Buy |
+43,497
| New | +$2.18M | 0.28% | 79 |
|
|
2016
Q2 | – | Sell |
-121,444
| Closed | -$5.24M | – | 155 |
|
|
2016
Q1 | $5.24M | Sell |
121,444
-8,360
| -6% | -$361K | 0.85% | 46 |
|
|
2015
Q4 | $4.74M | Buy |
129,804
+6,638
| +5% | +$242K | 0.78% | 46 |
|
|
2015
Q3 | $4.96M | Hold |
123,166
| – | – | 0.72% | 52 |
|
|
2015
Q2 | $4.96M | Sell |
123,166
-2,728
| -2% | -$110K | 0.72% | 52 |
|
|
2015
Q1 | $5.43M | Sell |
125,894
-924
| -0.7% | -$39.9K | 0.19% | 75 |
|
|
2014
Q4 | $5.7M | Buy |
126,818
+8,156
| +7% | +$367K | 0.27% | 73 |
|
|
2014
Q3 | $4.54M | Sell |
118,662
-1,709
| -1% | -$65.4K | 0.3% | 79 |
|
|
2014
Q2 | $4.88M | Sell |
120,371
-8,124
| -6% | -$329K | 0.35% | 75 |
|
|
2014
Q1 | $5.26M | Sell |
128,495
-18,811
| -13% | -$770K | 0.43% | 55 |
|
|
2013
Q4 | $5.64M | Buy |
147,306
+5,917
| +4% | +$226K | 0.46% | 61 |
|
|
2013
Q3 | $4.69M | Sell |
141,389
-15,603
| -10% | -$518K | 0.42% | 62 |
|
|
2013
Q2 | $4.82M | Buy |
+156,992
| New | +$4.82M | 0.45% | 59 |
|