BI
Berkeley Inc’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Hold |
2,133
| – | – | 0.17% | 60 |
|
|
2025
Q1 | $298K | Hold |
2,133
| – | – | 0.14% | 61 |
|
|
2024
Q4 | $355K | Sell |
2,133
-2,133
| -50% | -$355K | 0.18% | 54 |
|
|
2024
Q3 | $727K | Buy |
4,266
+1,843
| +76% | +$314K | 0.21% | 54 |
|
|
2024
Q2 | $342K | Hold |
2,423
| – | – | 0.21% | 51 |
|
|
2024
Q1 | $304K | Hold |
2,423
| – | – | 0.18% | 55 |
|
|
2023
Q4 | $255K | Sell |
2,423
-225
| -8% | -$23.7K | 0.16% | 62 |
|
|
2023
Q3 | $280K | Hold |
2,648
| – | – | 0.19% | 65 |
|
|
2023
Q2 | $315K | Sell |
2,648
-225
| -8% | -$26.8K | 0.21% | 65 |
|
|
2023
Q1 | $267K | Hold |
2,873
| – | – | 0.19% | 66 |
|
|
2022
Q4 | $235K | Sell |
2,873
-450
| -14% | -$36.8K | 0.18% | 71 |
|
|
2022
Q3 | $203K | Hold |
3,323
| – | – | 0.17% | 75 |
|
|
2022
Q2 | $232K | Sell |
3,323
-943
| -22% | -$65.9K | 0.19% | 75 |
|
|
2022
Q1 | $353K | Buy |
4,266
+1,843
| +76% | +$152K | 0.25% | 72 |
|
|
2021
Q4 | $211K | Hold |
2,423
| – | – | 0.14% | 89 |
|
|
2021
Q3 | $211K | Buy |
+2,423
| New | +$211K | 0.16% | 83 |
|
|
2021
Q2 | – | Sell |
-2,923
| Closed | -$205K | – | 88 |
|
|
2021
Q1 | $205K | Buy |
+2,923
| New | +$205K | 0.15% | 79 |
|