Bison Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $1.15M | Sell |
6,873
-5,855
| -46% | -$976K | 0.25% | 81 |
|
2024
Q3 | $2.17M | Buy |
12,728
+121
| +1% | +$20.6K | 0.35% | 74 |
|
2024
Q2 | $1.58M | Hold |
12,607
| – | – | 0.26% | 96 |
|
2024
Q1 | $1.58M | Sell |
12,607
-551
| -4% | -$69.2K | 0.26% | 96 |
|
2023
Q4 | $1.39M | Buy |
13,158
+1,069
| +9% | +$113K | 0.25% | 103 |
|
2023
Q3 | $1.28M | Buy |
12,089
+91
| +0.8% | +$9.64K | 0.25% | 103 |
|
2023
Q2 | $1.43M | Buy |
11,998
+2,313
| +24% | +$275K | 0.27% | 99 |
|
2023
Q1 | $944K | Buy |
9,685
+331
| +4% | +$32.3K | 0.29% | 101 |
|
2022
Q4 | $817K | Buy |
9,354
+166
| +2% | +$14.5K | 0.26% | 119 |
|
2022
Q3 | $561K | Sell |
9,188
-225
| -2% | -$13.7K | 0.22% | 126 |
|
2022
Q2 | $658K | Hold |
9,413
| – | – | 0.38% | 72 |
|
2022
Q1 | $779K | Sell |
9,413
-31
| -0.3% | -$2.57K | 0.4% | 65 |
|
2021
Q4 | $824K | Sell |
9,444
-343
| -4% | -$29.9K | 0.48% | 54 |
|
2021
Q3 | $853K | Sell |
9,787
-313
| -3% | -$27.3K | 0.39% | 58 |
|
2021
Q2 | $786K | Buy |
10,100
+375
| +4% | +$29.2K | 0.34% | 72 |
|
2021
Q1 | $682K | Sell |
9,725
-164
| -2% | -$11.5K | 0.29% | 78 |
|
2020
Q4 | $640K | Sell |
9,889
-165
| -2% | -$10.7K | 0.3% | 80 |
|
2020
Q3 | $600K | Sell |
10,054
-264
| -3% | -$15.8K | 0.35% | 75 |
|
2020
Q2 | $570K | Buy |
10,318
+468
| +5% | +$25.9K | 0.36% | 72 |
|
2020
Q1 | $476K | Sell |
9,850
-997
| -9% | -$48.2K | 0.35% | 80 |
|
2019
Q4 | $575K | Buy |
10,847
+157
| +1% | +$8.32K | 0.28% | 92 |
|
2019
Q3 | $588K | Sell |
10,690
-818
| -7% | -$45K | 0.33% | 78 |
|
2019
Q2 | $656K | Sell |
11,508
-845
| -7% | -$48.2K | 0.38% | 69 |
|
2019
Q1 | $663K | Sell |
12,353
-1,447
| -10% | -$77.7K | 0.41% | 65 |
|
2018
Q4 | $623K | Buy |
13,800
+1,800
| +15% | +$81.3K | 0.45% | 60 |
|
2018
Q3 | $619K | Buy |
12,000
+443
| +4% | +$22.9K | 0.41% | 66 |
|
2018
Q2 | $509K | Hold |
11,557
| – | – | 0.38% | 74 |
|
2018
Q1 | $529K | Buy |
11,557
+114
| +1% | +$5.22K | 0.4% | 66 |
|
2017
Q4 | $541K | Sell |
11,443
-423
| -4% | -$20K | 0.4% | 74 |
|
2017
Q3 | $574K | Buy |
11,866
+343
| +3% | +$16.6K | 0.46% | 65 |
|
2017
Q2 | $578K | Sell |
11,523
-169
| -1% | -$8.48K | 0.48% | 59 |
|
2017
Q1 | $522K | Sell |
11,692
-1,439
| -11% | -$64.2K | 0.45% | 64 |
|
2016
Q4 | $505K | Buy |
13,131
+325
| +3% | +$12.5K | 0.43% | 64 |
|
2016
Q3 | $503K | Buy |
12,806
+1,179
| +10% | +$46.3K | 0.43% | 71 |
|
2016
Q2 | $474K | Buy |
11,627
+1,492
| +15% | +$60.8K | 0.29% | 107 |
|
2016
Q1 | $413K | Sell |
10,135
-2,759
| -21% | -$112K | 0.27% | 110 |
|
2015
Q4 | $469K | Sell |
12,894
-169
| -1% | -$6.15K | 0.27% | 114 |
|
2015
Q3 | $470K | Sell |
13,063
-881
| -6% | -$31.7K | 0.31% | 105 |
|
2015
Q2 | $560K | Buy |
13,944
+124
| +0.9% | +$4.98K | 0.33% | 106 |
|
2015
Q1 | $596K | Buy |
13,820
+5,122
| +59% | +$221K | 0.36% | 99 |
|
2014
Q4 | $391K | Buy |
+8,698
| New | +$391K | 0.3% | 106 |
|