Brown Shipley & Co’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
969
-199
| -17% | -$43.5K | 0.12% | 37 |
|
|
2025
Q1 | $163K | Hold |
1,168
| – | – | 0.09% | 40 |
|
|
2024
Q4 | $195K | Sell |
1,168
-20
| -2% | -$3.33K | 0.1% | 36 |
|
|
2024
Q3 | $202K | Hold |
1,188
| – | – | 0.1% | 39 |
|
|
2024
Q2 | $168K | Buy |
1,188
+5
| +0.4% | +$706 | 0.08% | 40 |
|
|
2024
Q1 | $148K | Sell |
1,183
-170
| -13% | -$21.3K | 0.05% | 63 |
|
|
2023
Q4 | $143K | Sell |
1,353
-58
| -4% | -$6.12K | 0.07% | 58 |
|
|
2023
Q3 | $149K | Sell |
1,411
-100
| -7% | -$10.6K | 0.08% | 59 |
|
|
2023
Q2 | $180K | Sell |
1,511
-160
| -10% | -$19.1K | 0.07% | 64 |
|
|
2023
Q1 | $155K | Buy |
+1,671
| New | +$155K | 0.1% | 59 |
|