Brio Consultants’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $779K | Buy |
3,562
+125
| +4% | +$27.3K | 0.11% | 75 |
|
2025
Q1 | $481K | Buy |
3,437
+119
| +4% | +$16.6K | 0.08% | 80 |
|
2024
Q4 | $553K | Buy |
3,318
+123
| +4% | +$20.5K | 0.09% | 78 |
|
2024
Q3 | $544K | Buy |
3,195
+198
| +7% | +$33.7K | 0.09% | 75 |
|
2024
Q2 | $423K | Buy |
2,997
+101
| +3% | +$14.3K | 0.07% | 76 |
|
2024
Q1 | $364K | Sell |
2,896
-46
| -2% | -$5.78K | 0.06% | 80 |
|
2023
Q4 | $310K | Buy |
2,942
+117
| +4% | +$12.3K | 0.06% | 81 |
|
2023
Q3 | $299K | Buy |
2,825
+60
| +2% | +$6.35K | 0.06% | 76 |
|
2023
Q2 | $329K | Sell |
2,765
-58
| -2% | -$6.91K | 0.06% | 78 |
|
2023
Q1 | $262K | Buy |
+2,823
| New | +$262K | 0.05% | 81 |
|
2021
Q4 | – | Sell |
-2,513
| Closed | -$219K | – | 76 |
|
2021
Q3 | $219K | Buy |
+2,513
| New | +$219K | 0.05% | 73 |
|