Brown Financial 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 | $610K | Sell |
2,789
-56
| -2% | -$12.2K | 0.24% | 94 |
|
|
2025
Q1 | $398K | Buy |
2,845
+346
| +14% | +$48.4K | 0.16% | 125 |
|
|
2024
Q4 | $416K | Sell |
2,499
-562
| -18% | -$93.7K | 0.17% | 119 |
|
|
2024
Q3 | $522K | Sell |
3,061
-3,060
| -50% | -$521K | 0.21% | 95 |
|
|
2024
Q2 | $864K | Buy |
+6,121
| New | +$864K | 0.39% | 78 |
|