BWM
Boyd Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Hold |
11,052
| – | – | 1.05% | 17 |
|
|
2025
Q1 | $1.55M | Hold |
11,052
| – | – | 0.77% | 19 |
|
|
2024
Q4 | $1.84M | Hold |
11,052
| – | – | 0.91% | 18 |
|
|
2024
Q3 | $1.88M | Hold |
11,052
| – | – | 0.95% | 19 |
|
|
2024
Q2 | $1.56M | Hold |
11,052
| – | – | 0.86% | 20 |
|
|
2024
Q1 | $1.39M | Hold |
11,052
| – | – | 0.79% | 22 |
|
|
2023
Q4 | $1.17M | Hold |
11,052
| – | – | 0.72% | 22 |
|
|
2023
Q3 | $1.17M | Hold |
11,052
| – | – | 0.79% | 21 |
|
|
2023
Q2 | $1.32M | Hold |
11,052
| – | – | 0.8% | 21 |
|
|
2023
Q1 | $1.03M | Sell |
11,052
-4
| -0% | -$372 | 0.71% | 20 |
|
|
2022
Q4 | $904K | Hold |
11,056
| – | – | 0.66% | 21 |
|
|
2022
Q3 | $675K | Hold |
11,056
| – | – | 0.54% | 25 |
|
|
2022
Q2 | $772K | Hold |
11,056
| – | – | 0.63% | 24 |
|
|
2022
Q1 | $915K | Hold |
11,056
| – | – | 0.68% | 18 |
|
|
2021
Q4 | $964K | Buy |
+11,056
| New | +$964K | 0.7% | 20 |
|