BWM
Birchcreek Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
5,084
-432
| -8% | -$94.5K | 0.63% | 36 |
|
|
2025
Q1 | $771K | Buy |
5,516
+1,105
| +25% | +$154K | 0.49% | 43 |
|
|
2024
Q4 | $735K | Hold |
4,411
| – | – | 0.46% | 43 |
|
|
2024
Q3 | $752K | Hold |
4,411
| – | – | 0.49% | 41 |
|
|
2024
Q2 | $623K | Hold |
4,411
| – | – | 0.35% | 64 |
|
|
2024
Q1 | $554K | Buy |
4,411
+106
| +2% | +$13.3K | 0.29% | 76 |
|
|
2023
Q4 | $454K | Hold |
4,305
| – | – | 0.27% | 83 |
|
|
2023
Q3 | $456K | Sell |
4,305
-22
| -0.5% | -$2.33K | 0.31% | 78 |
|
|
2023
Q2 | $515K | Sell |
4,327
-682
| -14% | -$81.2K | 0.36% | 71 |
|
|
2023
Q1 | $465K | Buy |
5,009
+701
| +16% | +$65.1K | 0.37% | 71 |
|
|
2022
Q4 | $352K | Buy |
4,308
+95
| +2% | +$7.77K | 0.31% | 81 |
|
|
2022
Q3 | $257K | Hold |
4,213
| – | – | 0.24% | 98 |
|
|
2022
Q2 | $294K | Sell |
4,213
-2,087
| -33% | -$146K | 0.26% | 88 |
|
|
2022
Q1 | $521K | Sell |
6,300
-2,265
| -26% | -$187K | 0.46% | 56 |
|
|
2021
Q4 | $747K | Hold |
8,565
| – | – | 0.65% | 41 |
|
|
2021
Q3 | $746K | Hold |
8,565
| – | – | 0.7% | 38 |
|
|
2021
Q2 | $667K | Hold |
8,565
| – | – | 0.64% | 39 |
|
|
2021
Q1 | $601K | Hold |
8,565
| – | – | 0.64% | 43 |
|
|
2020
Q4 | $554K | Buy |
+8,565
| New | +$554K | 0.54% | 46 |
|