Bordeaux Wealth Advisors’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.21M Buy
2025
Q1
$993K Sell
2024
Q4
$1.21M Buy
2024
Q3
$1.23M Buy
2024
Q2
$868K Buy
2024
Q1
$760K Buy
2023
Q4
$609K Buy
2023
Q3
$597K Sell
2023
Q2
$721K Buy
2023
Q1
$499K Buy
2022
Q4
$427K Sell
2022
Q3
$344K Sell
2022
Q2
$422K Sell
2022
Q1
$593K Buy
2021
Q4
$515K Buy
2021
Q3
$466K Buy
2021
Q2
$340K Hold
2021
Q1
$307K Sell
2020
Q4
$742K Buy