BWG
Beta Wealth Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
5,604
-103
| -2% | -$22.5K | 0.45% | 45 |
|
|
2025
Q1 | $798K | Sell |
5,707
-99
| -2% | -$13.8K | 0.29% | 45 |
|
|
2024
Q4 | $968K | Buy |
5,806
+1
| +0% | +$167 | 0.43% | 44 |
|
|
2024
Q3 | $989K | Sell |
5,805
-299
| -5% | -$51K | 0.45% | 43 |
|
|
2024
Q2 | $862K | Buy |
6,104
+201
| +3% | +$28.4K | 0.41% | 46 |
|
|
2024
Q1 | $742K | Buy |
5,903
+1,300
| +28% | +$163K | 0.36% | 47 |
|
|
2023
Q4 | $485K | Buy |
4,603
+2
| +0% | +$211 | 0.25% | 63 |
|
|
2023
Q3 | $487K | Buy |
4,601
+401
| +10% | +$42.5K | 0.29% | 62 |
|
|
2023
Q2 | $500K | Sell |
4,200
-800
| -16% | -$95.3K | 0.29% | 59 |
|
|
2023
Q1 | $465K | Buy |
5,000
+400
| +9% | +$37.2K | 0.27% | 59 |
|
|
2022
Q4 | $376K | Sell |
4,600
-200
| -4% | -$16.3K | 0.25% | 69 |
|
|
2022
Q3 | $293K | Buy |
4,800
+200
| +4% | +$12.2K | 0.21% | 65 |
|
|
2022
Q2 | $321K | Buy |
4,600
+300
| +7% | +$20.9K | 0.22% | 58 |
|
|
2022
Q1 | $356K | Buy |
+4,300
| New | +$356K | 0.24% | 58 |
|