Bordeaux Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21M | Buy |
19,269
+12,169
| +171% | +$2.66M | 0.54% | 24 |
|
|
2025
Q1 | $993K | Sell |
7,100
-163
| -2% | -$22.8K | 0.18% | 54 |
|
|
2024
Q4 | $1.21M | Buy |
7,263
+37
| +0.5% | +$6.17K | 0.19% | 50 |
|
|
2024
Q3 | $1.23M | Buy |
7,226
+1,082
| +18% | +$184K | 0.22% | 50 |
|
|
2024
Q2 | $868K | Buy |
6,144
+96
| +2% | +$13.6K | 0.17% | 56 |
|
|
2024
Q1 | $760K | Buy |
6,048
+268
| +5% | +$33.7K | 0.25% | 43 |
|
|
2023
Q4 | $609K | Buy |
5,780
+141
| +3% | +$14.9K | 0.21% | 53 |
|
|
2023
Q3 | $597K | Sell |
5,639
-412
| -7% | -$43.6K | 0.24% | 48 |
|
|
2023
Q2 | $721K | Buy |
6,051
+683
| +13% | +$81.3K | 0.3% | 40 |
|
|
2023
Q1 | $499K | Buy |
5,368
+145
| +3% | +$13.5K | 0.26% | 56 |
|
|
2022
Q4 | $427K | Sell |
5,223
-409
| -7% | -$33.4K | 0.23% | 57 |
|
|
2022
Q3 | $344K | Sell |
5,632
-410
| -7% | -$25K | 0.22% | 61 |
|
|
2022
Q2 | $422K | Sell |
6,042
-1,130
| -16% | -$78.9K | 0.29% | 53 |
|
|
2022
Q1 | $593K | Buy |
7,172
+1,264
| +21% | +$105K | 0.32% | 52 |
|
|
2021
Q4 | $515K | Buy |
5,908
+563
| +11% | +$49.1K | 0.24% | 60 |
|
|
2021
Q3 | $466K | Buy |
5,345
+975
| +22% | +$85K | 0.26% | 55 |
|
|
2021
Q2 | $340K | Hold |
4,370
| – | – | 0.2% | 62 |
|
|
2021
Q1 | $307K | Sell |
4,370
-7,101
| -62% | -$499K | 0.21% | 55 |
|
|
2020
Q4 | $742K | Buy |
+11,471
| New | +$742K | 0.56% | 28 |
|