Belpointe Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.41M | Sell |
29,320
-1,853
| -6% | -$405K | 0.27% | 66 |
|
|
2025
Q1 | $4.36M | Sell |
31,173
-4,734
| -13% | -$662K | 0.23% | 83 |
|
|
2024
Q4 | $5.07M | Buy |
35,907
+3,643
| +11% | +$515K | 0.31% | 58 |
|
|
2024
Q3 | $5.5M | Buy |
32,264
+2,167
| +7% | +$369K | 0.33% | 55 |
|
|
2024
Q2 | $4.25M | Buy |
30,097
+8,656
| +40% | +$1.22M | 0.3% | 60 |
|
|
2024
Q1 | $2.69M | Buy |
21,441
+7,027
| +49% | +$883K | 0.2% | 111 |
|
|
2023
Q4 | $1.52M | Buy |
14,414
+7,133
| +98% | +$752K | 0.13% | 154 |
|
|
2023
Q3 | $771K | Sell |
7,281
-1,301
| -15% | -$138K | 0.08% | 244 |
|
|
2023
Q2 | $1.02M | Sell |
8,582
-23,080
| -73% | -$2.75M | 0.11% | 178 |
|
|
2023
Q1 | $2.94M | Buy |
31,662
+10,285
| +48% | +$956K | 0.16% | 127 |
|
|
2022
Q4 | $1.75M | Buy |
21,377
+2,300
| +12% | +$188K | 0.11% | 194 |
|
|
2022
Q3 | $1.16M | Buy |
19,077
+4,563
| +31% | +$278K | 0.08% | 255 |
|
|
2022
Q2 | $1.01M | Sell |
14,514
-427
| -3% | -$29.8K | 0.07% | 291 |
|
|
2022
Q1 | $1.24M | Buy |
14,941
+101
| +0.7% | +$8.36K | 0.07% | 277 |
|
|
2021
Q4 | $1.29M | Buy |
14,840
+250
| +2% | +$21.8K | 0.08% | 251 |
|
|
2021
Q3 | $1.27M | Sell |
14,590
-424
| -3% | -$36.9K | 0.09% | 251 |
|
|
2021
Q2 | $1.17M | Buy |
15,014
+1,694
| +13% | +$132K | 0.08% | 257 |
|
|
2021
Q1 | $902K | Buy |
13,320
+1,932
| +17% | +$131K | 0.08% | 273 |
|
|
2020
Q4 | $736K | Buy |
11,388
+1,084
| +11% | +$70.1K | 0.07% | 320 |
|
|
2020
Q3 | $615K | Buy |
10,304
+534
| +5% | +$31.9K | 0.07% | 292 |
|
|
2020
Q2 | $540K | Sell |
9,770
-621
| -6% | -$34.3K | 0.07% | 286 |
|
|
2020
Q1 | $502K | Buy |
10,391
+93
| +0.9% | +$4.49K | 0.09% | 243 |
|
|
2019
Q4 | $546K | Buy |
10,298
+713
| +7% | +$37.8K | 0.07% | 310 |
|
|
2019
Q3 | $527K | Sell |
9,585
-7,738
| -45% | -$425K | 0.09% | 267 |
|
|
2019
Q2 | $987K | Sell |
17,323
-292
| -2% | -$16.6K | 0.19% | 116 |
|
|
2019
Q1 | $945K | Buy |
17,615
+1,018
| +6% | +$54.6K | 0.18% | 90 |
|
|
2018
Q4 | $749K | Buy |
16,597
+4,653
| +39% | +$210K | 0.19% | 114 |
|
|
2018
Q3 | $616K | Buy |
11,944
+6,516
| +120% | +$336K | 0.1% | 204 |
|
|
2018
Q2 | $239K | Sell |
5,428
-1,221
| -18% | -$53.8K | 0.07% | 297 |
|
|
2018
Q1 | $304K | Sell |
6,649
-3,286
| -33% | -$150K | 0.09% | 249 |
|
|
2017
Q4 | $470K | Buy |
9,935
+274
| +3% | +$13K | 0.1% | 237 |
|
|
2017
Q3 | $467K | Buy |
+9,661
| New | +$467K | 0.11% | 204 |
|