Briaud Financial Planning’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33K | Hold |
151
| – | – | 0.01% | 125 |
|
|
2025
Q1 | $21K | Hold |
151
| – | – | 0.01% | 121 |
|
|
2024
Q4 | $25K | Buy |
151
+26
| +21% | +$4.31K | 0.01% | 110 |
|
|
2024
Q3 | $21K | Hold |
125
| – | – | 0.01% | 95 |
|
|
2024
Q2 | $17K | Hold |
125
| – | – | 0.01% | 96 |
|
|
2024
Q1 | $16K | Buy |
+125
| New | +$16K | 0.01% | 95 |
|
|
2023
Q4 | – | Sell |
-125
| Closed | -$13K | – | 116 |
|
|
2023
Q3 | $13K | Buy |
+125
| New | +$13K | 0.01% | 101 |
|