Beta Wealth Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $798K | Sell |
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|
2024
Q4 | $968K | Buy |
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|
2024
Q3 | $989K | Sell |
|
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|
2024
Q2 | $862K | Buy |
|
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|
2024
Q1 | $742K | Buy |
|
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|
2023
Q4 | $485K | Buy |
|
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|
2023
Q3 | $487K | Buy |
|
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|
2023
Q2 | $500K | Sell |
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|
2023
Q1 | $465K | Buy |
|
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|
2022
Q4 | $376K | Sell |
|
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|
2022
Q3 | $293K | Buy |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $356K | Buy |
|