BWM
BNC Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.95M | Buy |
31,785
+877
| +3% | +$192K | 2.06% | 13 |
|
|
2025
Q1 | $4.32M | Buy |
30,908
+433
| +1% | +$60.5K | 1.56% | 19 |
|
|
2024
Q4 | $5.08M | Buy |
30,475
+939
| +3% | +$156K | 1.67% | 20 |
|
|
2024
Q3 | $5.03M | Buy |
29,536
+821
| +3% | +$140K | 1.85% | 17 |
|
|
2024
Q2 | $4.05M | Buy |
28,715
+3,167
| +12% | +$447K | 1.51% | 23 |
|
|
2024
Q1 | $3.21M | Buy |
25,548
+684
| +3% | +$85.9K | 1.37% | 25 |
|
|
2023
Q4 | $2.62M | Buy |
+24,864
| New | +$2.62M | 1.24% | 30 |
|