Brandywine Oak Private Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
1,523
-435
| -22% | -$95.1K | 0.03% | 176 |
|
|
2025
Q1 | $274K | Buy |
1,958
+1
| +0.1% | +$140 | 0.03% | 191 |
|
|
2024
Q4 | $326K | Buy |
1,957
+26
| +1% | +$4.33K | 0.03% | 180 |
|
|
2024
Q3 | $329K | Sell |
1,931
-2
| -0.1% | -$341 | 0.03% | 185 |
|
|
2024
Q2 | $273K | Sell |
1,933
-10
| -0.5% | -$1.41K | 0.03% | 198 |
|
|
2024
Q1 | $244K | Buy |
1,943
+20
| +1% | +$2.51K | 0.03% | 212 |
|
|
2023
Q4 | $203K | Sell |
1,923
-1
| -0.1% | -$105 | 0.02% | 224 |
|
|
2023
Q3 | $204K | Sell |
1,924
-785
| -29% | -$83.1K | 0.02% | 225 |
|
|
2023
Q2 | $323K | Sell |
2,709
-93
| -3% | -$11.1K | 0.04% | 190 |
|
|
2023
Q1 | $260K | Buy |
2,802
+14
| +0.5% | +$1.3K | 0.03% | 215 |
|
|
2022
Q4 | $228K | Sell |
2,788
-1,674
| -38% | -$137K | 0.03% | 230 |
|
|
2022
Q3 | $272K | Sell |
4,462
-41
| -0.9% | -$2.5K | 0.04% | 216 |
|
|
2022
Q2 | $314K | Sell |
4,503
-487
| -10% | -$34K | 0.04% | 232 |
|
|
2022
Q1 | $403K | Sell |
4,990
-175
| -3% | -$14.1K | 0.05% | 220 |
|
|
2021
Q4 | $450K | Buy |
5,165
+44
| +0.9% | +$3.83K | 0.05% | 212 |
|
|
2021
Q3 | $446K | Sell |
5,121
-345
| -6% | -$30K | 0.05% | 205 |
|
|
2021
Q2 | $425K | Buy |
5,466
+899
| +20% | +$69.9K | 0.05% | 204 |
|
|
2021
Q1 | $320K | Sell |
4,567
-297
| -6% | -$20.8K | 0.05% | 193 |
|
|
2020
Q4 | $314K | Sell |
4,864
-248
| -5% | -$16K | 0.05% | 187 |
|
|
2020
Q3 | $305K | Buy |
5,112
+1,069
| +26% | +$63.8K | 0.05% | 181 |
|
|
2020
Q2 | $223K | Buy |
+4,043
| New | +$223K | 0.04% | 224 |
|
|
2019
Q1 | – | Sell |
-2,220
| Closed | -$100K | – | 497 |
|
|
2018
Q4 | $100K | Buy |
+2,220
| New | +$100K | 0.02% | 273 |
|