Birch Hill Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Sell |
32,264
-1,048
| -3% | -$229K | 0.31% | 50 |
|
|
2025
Q1 | $4.66M | Sell |
33,312
-1,239
| -4% | -$173K | 0.22% | 59 |
|
|
2024
Q4 | $5.76M | Buy |
34,551
+595
| +2% | +$99.2K | 0.27% | 49 |
|
|
2024
Q3 | $5.79M | Sell |
33,956
-356
| -1% | -$60.7K | 0.27% | 53 |
|
|
2024
Q2 | $4.84M | Hold |
34,312
| – | – | 0.23% | 58 |
|
|
2024
Q1 | $4.31M | Sell |
34,312
-629
| -2% | -$79K | 0.21% | 60 |
|
|
2023
Q4 | $3.68M | Buy |
34,941
+409
| +1% | +$43.1K | 0.2% | 61 |
|
|
2023
Q3 | $3.66M | Sell |
34,532
-601
| -2% | -$63.7K | 0.22% | 56 |
|
|
2023
Q2 | $4.18M | Buy |
35,133
+50
| +0.1% | +$5.96K | 0.24% | 55 |
|
|
2023
Q1 | $3.26M | Sell |
35,083
-525
| -1% | -$48.8K | 0.2% | 61 |
|
|
2022
Q4 | $2.91M | Hold |
35,608
| – | – | 0.19% | 64 |
|
|
2022
Q3 | $2.18M | Hold |
35,608
| – | – | 0.15% | 68 |
|
|
2022
Q2 | $2.49M | Sell |
35,608
-2,063
| -5% | -$144K | 0.16% | 68 |
|
|
2022
Q1 | $3.12M | Sell |
37,671
-10,300
| -21% | -$852K | 0.17% | 69 |
|
|
2021
Q4 | $4.18M | Sell |
47,971
-647
| -1% | -$56.4K | 0.21% | 63 |
|
|
2021
Q3 | $4.24M | Buy |
48,618
+1,400
| +3% | +$122K | 0.23% | 63 |
|
|
2021
Q2 | $3.68M | Hold |
47,218
| – | – | 0.2% | 67 |
|
|
2021
Q1 | $3.31M | Sell |
47,218
-400
| -0.8% | -$28.1K | 0.19% | 67 |
|
|
2020
Q4 | $3.08M | Sell |
47,618
-1,500
| -3% | -$97K | 0.18% | 64 |
|
|
2020
Q3 | $2.93M | Sell |
49,118
-300
| -0.6% | -$17.9K | 0.2% | 58 |
|
|
2020
Q2 | $2.73M | Sell |
49,418
-50
| -0.1% | -$2.76K | 0.2% | 58 |
|
|
2020
Q1 | $2.39M | Buy |
49,468
+900
| +2% | +$43.5K | 0.21% | 55 |
|
|
2019
Q4 | $2.57M | Sell |
48,568
-3,130
| -6% | -$166K | 0.17% | 64 |
|
|
2019
Q3 | $2.85M | Sell |
51,698
-1,000
| -2% | -$55K | 0.21% | 57 |
|
|
2019
Q2 | $3M | Sell |
52,698
-5,368
| -9% | -$306K | 0.22% | 58 |
|
|
2019
Q1 | $3.12M | Sell |
58,066
-3,455
| -6% | -$186K | 0.24% | 57 |
|
|
2018
Q4 | $2.78M | Buy |
61,521
+1,033
| +2% | +$46.6K | 0.24% | 56 |
|
|
2018
Q3 | $3.12M | Sell |
60,488
-2,999
| -5% | -$155K | 0.23% | 61 |
|
|
2018
Q2 | $2.8M | Buy |
63,487
+1,480
| +2% | +$65.2K | 0.22% | 60 |
|
|
2018
Q1 | $2.84M | Sell |
62,007
-43,450
| -41% | -$1.99M | 0.24% | 56 |
|
|
2017
Q4 | $4.99M | Buy |
105,457
+44
| +0% | +$2.08K | 0.41% | 47 |
|
|
2017
Q3 | $5.1M | Sell |
105,413
-4,090
| -4% | -$198K | 0.44% | 46 |
|
|
2017
Q2 | $5.49M | Sell |
109,503
-11,092
| -9% | -$556K | 0.49% | 44 |
|
|
2017
Q1 | $5.38M | Sell |
120,595
-63,156
| -34% | -$2.82M | 0.46% | 44 |
|
|
2016
Q4 | $7.07M | Sell |
183,751
-22,231
| -11% | -$855K | 0.64% | 40 |
|
|
2016
Q3 | $8.09M | Sell |
205,982
-28,848
| -12% | -$1.13M | 0.75% | 38 |
|
|
2016
Q2 | $9.61M | Sell |
234,830
-15,185
| -6% | -$622K | 0.94% | 35 |
|
|
2016
Q1 | $10.2M | Sell |
250,015
-27,172
| -10% | -$1.11M | 1.08% | 33 |
|
|
2015
Q4 | $10.1M | Sell |
277,187
-19,663
| -7% | -$718K | 1.06% | 33 |
|
|
2015
Q3 | $10.7M | Sell |
296,850
-26,815
| -8% | -$969K | 1.17% | 29 |
|
|
2015
Q2 | $13M | Sell |
323,665
-27,805
| -8% | -$1.12M | 1.34% | 28 |
|
|
2015
Q1 | $15.2M | Sell |
351,470
-23,065
| -6% | -$995K | 1.55% | 26 |
|
|
2014
Q4 | $16.8M | Sell |
374,535
-137,765
| -27% | -$6.2M | 1.7% | 23 |
|
|
2014
Q3 | $19.6M | Sell |
512,300
-64,955
| -11% | -$2.49M | 2.05% | 19 |
|
|
2014
Q2 | $23.4M | Sell |
577,255
-28,277
| -5% | -$1.15M | 2.45% | 15 |
|
|
2014
Q1 | $24.8M | Sell |
605,532
-5,045
| -0.8% | -$206K | 2.67% | 14 |
|
|
2013
Q4 | $23.4M | Sell |
610,577
-6,550
| -1% | -$251K | 2.5% | 14 |
|
|
2013
Q3 | $20.5M | Sell |
617,127
-5,230
| -0.8% | -$173K | 2.42% | 13 |
|
|
2013
Q2 | $19.1M | Buy |
+622,357
| New | +$19.1M | 2.4% | 14 |
|