BWM
BigSur Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Sell |
1,428
-95
| -6% | -$20.8K | 0.08% | 131 |
|
|
2025
Q1 | $213K | Buy |
1,523
+110
| +8% | +$15.4K | 0.06% | 142 |
|
|
2024
Q4 | $235K | Sell |
1,413
-201
| -12% | -$33.5K | 0.07% | 136 |
|
|
2024
Q3 | $275K | Sell |
1,614
-75
| -4% | -$12.8K | 0.08% | 133 |
|
|
2024
Q2 | $238K | Sell |
1,689
-298
| -15% | -$42.1K | 0.07% | 135 |
|
|
2024
Q1 | $250K | Hold |
1,987
| – | – | 0.08% | 132 |
|
|
2023
Q4 | $209K | Buy |
+1,987
| New | +$209K | 0.1% | 104 |
|
|
2023
Q3 | – | Sell |
-1,888
| Closed | -$225K | – | 122 |
|
|
2023
Q2 | $225K | Buy |
+1,888
| New | +$225K | 0.11% | 104 |
|