BAM
Berkshire Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.61M | Hold |
21,081
| – | – | 0.21% | 69 |
|
|
2025
Q1 | $3.17M | Sell |
21,081
-623
| -3% | -$93.6K | 0.15% | 81 |
|
|
2024
Q4 | $3.98M | Sell |
21,704
-1,424
| -6% | -$261K | 0.19% | 75 |
|
|
2024
Q3 | $3.27M | Hold |
23,128
| – | – | 0.17% | 78 |
|
|
2024
Q2 | $3.27M | Buy |
23,128
+2,293
| +11% | +$324K | 0.16% | 79 |
|
|
2024
Q1 | $2.62M | Sell |
20,835
-66
| -0.3% | -$8.29K | 0.14% | 80 |
|
|
2023
Q4 | $2.2M | Hold |
20,901
| – | – | 0.13% | 81 |
|
|
2023
Q3 | $2.21M | Sell |
20,901
-86
| -0.4% | -$9.11K | 0.14% | 77 |
|
|
2023
Q2 | $2.5M | Sell |
20,987
-1,147
| -5% | -$137K | 0.15% | 73 |
|
|
2023
Q1 | $2.06M | Sell |
22,134
-696
| -3% | -$64.7K | 0.13% | 81 |
|
|
2022
Q4 | $1.87M | Hold |
22,830
| – | – | 0.12% | 78 |
|
|
2022
Q3 | $1.39M | Sell |
22,830
-1,072
| -4% | -$65.5K | 0.1% | 89 |
|
|
2022
Q2 | $1.67M | Buy |
23,902
+877
| +4% | +$61.3K | 0.11% | 87 |
|
|
2022
Q1 | $1.91M | Sell |
23,025
-402
| -2% | -$33.3K | 0.12% | 77 |
|
|
2021
Q4 | $2.04M | Sell |
23,427
-925
| -4% | -$80.7K | 0.12% | 84 |
|
|
2021
Q3 | $2.12M | Buy |
24,352
+1,915
| +9% | +$167K | 0.14% | 83 |
|
|
2021
Q2 | $1.75M | Sell |
22,437
-971
| -4% | -$75.6K | 0.12% | 93 |
|
|
2021
Q1 | $1.64M | Sell |
23,408
-428
| -2% | -$30K | 0.12% | 86 |
|
|
2020
Q4 | $1.54M | Buy |
23,836
+3,912
| +20% | +$253K | 0.12% | 92 |
|
|
2020
Q3 | $1.19M | Hold |
19,924
| – | – | 0.11% | 82 |
|
|
2020
Q2 | $1.1M | Sell |
19,924
-3,170
| -14% | -$175K | 0.1% | 85 |
|
|
2020
Q1 | $1.12M | Buy |
23,094
+1,195
| +5% | +$57.7K | 0.12% | 98 |
|
|
2019
Q4 | $1.16M | Hold |
21,899
| – | – | 0.1% | 95 |
|
|
2019
Q3 | $1.21M | Sell |
21,899
-1,362
| -6% | -$74.9K | 0.1% | 103 |
|
|
2019
Q2 | $1.33M | Sell |
23,261
-4,008
| -15% | -$228K | 0.11% | 93 |
|
|
2019
Q1 | $1.47M | Sell |
27,269
-600
| -2% | -$32.2K | 0.12% | 94 |
|
|
2018
Q4 | $1.26M | Buy |
27,869
+64
| +0.2% | +$2.89K | 0.12% | 97 |
|
|
2018
Q3 | $1.43M | Hold |
27,805
| – | – | 0.12% | 95 |
|
|
2018
Q2 | $1.23M | Sell |
27,805
-3,096
| -10% | -$136K | 0.11% | 95 |
|
|
2018
Q1 | $1.41M | Hold |
30,901
| – | – | 0.14% | 91 |
|
|
2017
Q4 | $1.46M | Buy |
30,901
+1,207
| +4% | +$57.1K | 0.14% | 91 |
|
|
2017
Q3 | $1.44M | Hold |
29,694
| – | – | 0.16% | 81 |
|
|
2017
Q2 | $1.49M | Hold |
29,694
| – | – | 0.17% | 83 |
|
|
2017
Q1 | $1.33M | Buy |
29,694
+4,165
| +16% | +$186K | 0.16% | 86 |
|
|
2016
Q4 | $982K | Sell |
25,529
-72,194
| -74% | -$2.78M | 0.13% | 92 |
|
|
2016
Q3 | $3.84M | Buy |
97,723
+23,234
| +31% | +$913K | 0.55% | 51 |
|
|
2016
Q2 | $3.05M | Buy |
74,489
+49,711
| +201% | +$2.03M | 0.46% | 56 |
|
|
2016
Q1 | $1.01M | Sell |
24,778
-326
| -1% | -$13.3K | 0.16% | 85 |
|
|
2015
Q4 | $917K | Sell |
25,104
-2,850
| -10% | -$104K | 0.15% | 84 |
|
|
2015
Q3 | $1.01M | Buy |
27,954
+3,000
| +12% | +$108K | 0.18% | 82 |
|
|
2015
Q2 | $1.01M | Buy |
24,954
+133
| +0.5% | +$5.36K | 0.17% | 84 |
|
|
2015
Q1 | $1.07M | Buy |
24,821
+3,986
| +19% | +$172K | 0.18% | 82 |
|
|
2014
Q4 | $937K | Sell |
20,835
-870
| -4% | -$39.1K | 0.16% | 88 |
|
|
2014
Q3 | $831K | Sell |
21,705
-2,269
| -9% | -$86.9K | 0.15% | 89 |
|
|
2014
Q2 | $972K | Buy |
23,974
+1,060
| +5% | +$43K | 0.18% | 85 |
|
|
2014
Q1 | $937K | Sell |
22,914
-245
| -1% | -$10K | 0.18% | 82 |
|
|
2013
Q4 | $886K | Buy |
23,159
+11,546
| +99% | +$442K | 0.17% | 87 |
|
|
2013
Q3 | $385K | Buy |
11,613
+4,744
| +69% | +$157K | 0.09% | 106 |
|
|
2013
Q2 | $211K | Buy |
+6,869
| New | +$211K | 0.06% | 115 |
|