Blue Chip Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Buy |
+1,421
| New | +$311K | 0.03% | 132 |
|
|
2025
Q1 | – | Sell |
-1,386
| Closed | -$231K | – | 166 |
|
|
2024
Q4 | $231K | Sell |
1,386
-79
| -5% | -$13.2K | 0.02% | 139 |
|
|
2024
Q3 | $250K | Sell |
1,465
-495
| -25% | -$84.3K | 0.02% | 128 |
|
|
2024
Q2 | $277K | Buy |
1,960
+6
| +0.3% | +$847 | 0.03% | 115 |
|
|
2024
Q1 | $245K | Buy |
1,954
+222
| +13% | +$27.9K | 0.02% | 119 |
|
|
2023
Q4 | $183K | Buy |
1,732
+7
| +0.4% | +$738 | 0.02% | 143 |
|
|
2023
Q3 | $183K | Buy |
1,725
+6
| +0.3% | +$635 | 0.02% | 140 |
|
|
2023
Q2 | $205K | Buy |
1,719
+7
| +0.4% | +$834 | 0.02% | 141 |
|
|
2023
Q1 | $159K | Buy |
1,712
+6
| +0.4% | +$557 | 0.02% | 151 |
|
|
2022
Q4 | $139K | Sell |
1,706
-1,299
| -43% | -$106K | 0.02% | 155 |
|
|
2022
Q3 | $184K | Buy |
3,005
+64
| +2% | +$3.92K | 0.03% | 131 |
|
|
2022
Q2 | $205K | Buy |
2,941
+38
| +1% | +$2.65K | 0.03% | 128 |
|
|
2022
Q1 | $240K | Sell |
2,903
-1,786
| -38% | -$148K | 0.03% | 129 |
|
|
2021
Q4 | $409K | Sell |
4,689
-41
| -0.9% | -$3.58K | 0.05% | 104 |
|
|
2021
Q3 | $412K | Buy |
4,730
+853
| +22% | +$74.3K | 0.06% | 97 |
|
|
2021
Q2 | $302K | Buy |
3,877
+8
| +0.2% | +$623 | 0.04% | 105 |
|
|
2021
Q1 | $272K | Buy |
3,869
+1,202
| +45% | +$84.5K | 0.04% | 106 |
|
|
2020
Q4 | $173K | Buy |
2,667
+11
| +0.4% | +$714 | 0.03% | 119 |
|
|
2020
Q3 | $159K | Buy |
2,656
+11
| +0.4% | +$659 | 0.03% | 109 |
|
|
2020
Q2 | $146K | Buy |
2,645
+12
| +0.5% | +$662 | 0.03% | 116 |
|
|
2020
Q1 | $127K | Buy |
+2,633
| New | +$127K | 0.03% | 119 |
|