Beverly Hills Private Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Sell |
4,449
-131
| -3% | -$28.6K | 0.18% | 130 |
|
|
2025
Q1 | $640K | Sell |
4,580
-174
| -4% | -$24.3K | 0.13% | 145 |
|
|
2024
Q4 | $792K | Buy |
4,754
+134
| +3% | +$22.3K | 0.16% | 135 |
|
|
2024
Q3 | $787K | Buy |
4,620
+197
| +4% | +$33.6K | 0.16% | 139 |
|
|
2024
Q2 | $624K | Sell |
4,423
-66
| -1% | -$9.32K | 0.14% | 161 |
|
|
2024
Q1 | $564K | Buy |
4,489
+148
| +3% | +$18.6K | 0.13% | 168 |
|
|
2023
Q4 | $458K | Sell |
4,341
-55
| -1% | -$5.8K | 0.12% | 184 |
|
|
2023
Q3 | $466K | Sell |
4,396
-34
| -0.8% | -$3.6K | 0.14% | 155 |
|
|
2023
Q2 | $507K | Buy |
4,430
+261
| +6% | +$29.9K | 0.08% | 228 |
|
|
2023
Q1 | $387K | Buy |
4,169
+512
| +14% | +$47.6K | 0.12% | 187 |
|
|
2022
Q4 | $299K | Buy |
+3,657
| New | +$299K | 0.13% | 180 |
|