Bell & Brown Wealth 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 | $6.66M | Sell |
30,446
-458
| -1% | -$100K | 2.38% | 15 |
|
|
2025
Q1 | $4.32M | Buy |
30,904
+1,217
| +4% | +$170K | 1.68% | 26 |
|
|
2024
Q4 | $4.95M | Sell |
29,687
-707
| -2% | -$118K | 1.84% | 23 |
|
|
2024
Q3 | $5.18M | Sell |
30,394
-393
| -1% | -$67K | 2.02% | 19 |
|
|
2024
Q2 | $4.35M | Buy |
30,787
+314
| +1% | +$44.3K | 1.67% | 20 |
|
|
2024
Q1 | $3.83M | Sell |
30,473
-266
| -0.9% | -$33.4K | 1.64% | 24 |
|
|
2023
Q4 | $3.24M | Buy |
+30,739
| New | +$3.24M | 1.5% | 23 |
|
|
2023
Q2 | $3.68M | Sell |
30,918
-591
| -2% | -$70.4K | 1.84% | 22 |
|
|
2023
Q1 | $2.93M | Sell |
31,509
-123
| -0.4% | -$11.4K | 1.56% | 25 |
|
|
2022
Q4 | $2.59M | Sell |
31,632
-23
| -0.1% | -$1.88K | 1.42% | 30 |
|
|
2022
Q3 | $1.93M | Buy |
31,655
+82
| +0.3% | +$5.01K | 1.19% | 37 |
|
|
2022
Q2 | $2.21M | Buy |
31,573
+173
| +0.6% | +$12.1K | 1.18% | 35 |
|
|
2022
Q1 | $2.6M | Sell |
31,400
-869
| -3% | -$71.9K | 1.18% | 32 |
|
|
2021
Q4 | $2.65M | Sell |
32,269
-179
| -0.6% | -$14.7K | 1.28% | 31 |
|
|
2021
Q3 | $2.83M | Buy |
+32,448
| New | +$2.83M | 1.52% | 26 |
|
|
2020
Q3 | $1.73M | Buy |
29,038
+6,362
| +28% | +$380K | 1.25% | 31 |
|
|
2020
Q2 | $1.26M | Sell |
22,676
-174
| -0.8% | -$9.68K | 0.99% | 37 |
|
|
2020
Q1 | $1.22M | Buy |
22,850
+133
| +0.6% | +$7.07K | 1.13% | 34 |
|
|
2019
Q4 | $1.24M | Buy |
22,717
+1,266
| +6% | +$69.3K | 0.93% | 42 |
|
|
2019
Q3 | $1.16M | Buy |
21,451
+118
| +0.6% | +$6.39K | 0.96% | 43 |
|
|
2019
Q2 | $1.22M | Sell |
21,333
-18
| -0.1% | -$1.03K | 1.07% | 41 |
|
|
2019
Q1 | $1.15M | Buy |
21,351
+23
| +0.1% | +$1.24K | 1.05% | 40 |
|
|
2018
Q4 | $963K | Buy |
21,328
+700
| +3% | +$31.6K | 1.03% | 42 |
|
|
2018
Q3 | $1.01M | Buy |
20,628
+684
| +3% | +$33.4K | 0.94% | 45 |
|
|
2018
Q2 | $879K | Sell |
19,944
-12
| -0.1% | -$529 | 0.87% | 48 |
|
|
2018
Q1 | $909K | Buy |
19,956
+276
| +1% | +$12.6K | 0.96% | 46 |
|
|
2017
Q4 | $930K | Buy |
+19,680
| New | +$930K | 0.96% | 45 |
|