Biltmore Family Office’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.42M | Buy |
15,661
+538
| +4% | +$118K | 0.58% | 34 |
|
|
2025
Q1 | $2.11M | Hold |
15,123
| – | – | 0.36% | 53 |
|
|
2024
Q4 | $2.52M | Sell |
15,123
-755
| -5% | -$126K | 0.42% | 45 |
|
|
2024
Q3 | $2.71M | Sell |
15,878
-290
| -2% | -$49.4K | 0.46% | 47 |
|
|
2024
Q2 | $2.28M | Buy |
16,168
+197
| +1% | +$27.8K | 0.42% | 48 |
|
|
2024
Q1 | $2.01M | Hold |
15,971
| – | – | 0.4% | 49 |
|
|
2023
Q4 | $1.68M | Sell |
15,971
-150
| -0.9% | -$15.8K | 0.35% | 49 |
|
|
2023
Q3 | $1.71M | Sell |
16,121
-200
| -1% | -$21.2K | 0.39% | 47 |
|
|
2023
Q2 | $1.94M | Sell |
16,321
-705
| -4% | -$84K | 0.41% | 44 |
|
|
2023
Q1 | $1.58M | Hold |
17,026
| – | – | 0.33% | 49 |
|
|
2022
Q4 | $1.39M | Buy |
17,026
+1,045
| +7% | +$85.4K | 0.29% | 53 |
|
|
2022
Q3 | $976K | Hold |
15,981
| – | – | 0.22% | 62 |
|
|
2022
Q2 | $1.12M | Sell |
15,981
-25
| -0.2% | -$1.75K | 0.28% | 60 |
|
|
2022
Q1 | $1.32M | Hold |
16,006
| – | – | 0.28% | 57 |
|
|
2021
Q4 | $1.4M | Sell |
16,006
-910
| -5% | -$79.4K | 0.27% | 60 |
|
|
2021
Q3 | $1.47M | Hold |
16,916
| – | – | 0.36% | 47 |
|
|
2021
Q2 | $1.32M | Hold |
16,916
| – | – | 0.37% | 44 |
|
|
2021
Q1 | $1.19M | Hold |
16,916
| – | – | 0.37% | 42 |
|
|
2020
Q4 | $1.09M | Sell |
16,916
-847
| -5% | -$54.8K | 0.33% | 49 |
|
|
2020
Q3 | $1.06M | Sell |
17,763
-320
| -2% | -$19.1K | 0.59% | 38 |
|
|
2020
Q2 | $999K | Hold |
18,083
| – | – | 0.6% | 43 |
|
|
2020
Q1 | $874K | Sell |
18,083
-1,603
| -8% | -$77.5K | 0.57% | 49 |
|
|
2019
Q4 | $1.04M | Sell |
19,686
-21
| -0.1% | -$1.11K | 0.42% | 65 |
|
|
2019
Q3 | $1.08M | Buy |
19,707
+1,000
| +5% | +$55K | 0.47% | 63 |
|
|
2019
Q2 | $1.07M | Sell |
18,707
-580
| -3% | -$33.1K | 0.58% | 49 |
|
|
2019
Q1 | $1.04M | Buy |
19,287
+1,590
| +9% | +$85.4K | 0.53% | 56 |
|
|
2018
Q4 | $799K | Sell |
17,697
-100
| -0.6% | -$4.52K | 0.45% | 66 |
|
|
2018
Q3 | $918K | Sell |
17,797
-2,505
| -12% | -$129K | 0.44% | 68 |
|
|
2018
Q2 | $895K | Sell |
20,302
-952
| -4% | -$42K | 0.45% | 64 |
|
|
2018
Q1 | $972K | Sell |
21,254
-1,640
| -7% | -$75K | 0.43% | 63 |
|
|
2017
Q4 | $1.08M | Buy |
+22,894
| New | +$1.08M | 0.49% | 59 |
|