BIP
Blueprint Investment Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,639
| Closed | -$1.61M | – | 172 |
|
|
2024
Q4 | $1.61M | Buy |
9,639
+4,404
| +84% | +$734K | 0.25% | 60 |
|
|
2024
Q3 | $892K | Buy |
5,235
+1,140
| +28% | +$194K | 0.16% | 71 |
|
|
2024
Q2 | $578K | Buy |
4,095
+933
| +30% | +$132K | 0.13% | 73 |
|
|
2024
Q1 | $397K | Buy |
3,162
+304
| +11% | +$38.2K | 0.08% | 98 |
|
|
2023
Q4 | $301K | Buy |
+2,858
| New | +$301K | 0.08% | 101 |
|
|
2023
Q2 | – | Sell |
-6,143
| Closed | -$571K | – | 202 |
|
|
2023
Q1 | $571K | Sell |
6,143
-1,066
| -15% | -$99.1K | 0.13% | 102 |
|
|
2022
Q4 | $589K | Buy |
+7,209
| New | +$589K | 0.12% | 114 |
|
|
2022
Q1 | – | Sell |
-5,242
| Closed | -$457K | – | 240 |
|
|
2021
Q4 | $457K | Buy |
5,242
+2,493
| +91% | +$217K | 0.11% | 133 |
|
|
2021
Q3 | $240K | Buy |
+2,749
| New | +$240K | 0.12% | 119 |
|