BA
Bellwether Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $940K | Sell |
4,298
-19,010
| -82% | -$4.16M | 0.16% | 68 |
|
|
2025
Q1 | $3.26M | Sell |
23,308
-52,380
| -69% | -$7.32M | 0.68% | 35 |
|
|
2024
Q4 | $12.6M | Sell |
75,688
-8,355
| -10% | -$1.39M | 2.26% | 9 |
|
|
2024
Q3 | $14.3M | Buy |
84,043
+1,564
| +2% | +$267K | 2.75% | 11 |
|
|
2024
Q2 | $11.6M | Buy |
82,479
+14,491
| +21% | +$2.05M | 2.44% | 11 |
|
|
2024
Q1 | $8.54M | Buy |
67,988
+18,639
| +38% | +$2.34M | 1.88% | 11 |
|
|
2023
Q4 | $5.2M | Buy |
+49,349
| New | +$5.2M | 1.28% | 20 |
|
|
2023
Q2 | – | Sell |
-135
| Closed | -$12.5K | – | 339 |
|
|
2023
Q1 | $12.5K | Hold |
135
| – | – | ﹤0.01% | 265 |
|
|
2022
Q4 | $11K | Hold |
135
| – | – | ﹤0.01% | 263 |
|
|
2022
Q3 | $8K | Hold |
135
| – | – | ﹤0.01% | 287 |
|
|
2022
Q2 | $9K | Sell |
135
-156
| -54% | -$10.4K | ﹤0.01% | 254 |
|
|
2022
Q1 | $24K | Hold |
291
| – | – | 0.01% | 242 |
|
|
2021
Q4 | $25K | Hold |
291
| – | – | 0.01% | 251 |
|
|
2021
Q3 | $25K | Buy |
291
+156
| +116% | +$13.4K | 0.01% | 232 |
|
|
2021
Q2 | $10K | Hold |
135
| – | – | ﹤0.01% | 269 |
|
|
2021
Q1 | $9K | Hold |
135
| – | – | ﹤0.01% | 260 |
|
|
2020
Q4 | $8K | Buy |
+135
| New | +$8K | ﹤0.01% | 249 |
|