BSW Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.34M | Sell |
|
|||||
|
2025
Q2 | $1.86M | Sell |
|
|||||
|
2025
Q1 | $1.44M | Sell |
|
|||||
|
2024
Q4 | $1.76M | Buy |
|
|||||
|
2024
Q3 | $1.72M | Sell |
|
|||||
|
2024
Q2 | $1.45M | Sell |
|
|||||
|
2024
Q1 | $1.34M | Buy |
|
|||||
|
2023
Q4 | $1.04M | Buy |
|
|||||
|
2023
Q3 | $1.01M | Buy |
|
|||||
|
2023
Q2 | $1.11M | Sell |
|
|||||
|
2023
Q1 | $882K | Buy |
|
|||||
|
2022
Q4 | $729K | Sell |
|
|||||
|
2022
Q3 | $579K | Sell |
|
|||||
|
2022
Q2 | $663K | Buy |
|
|||||
|
2022
Q1 | $749K | Buy |
|
|||||
|
2021
Q4 | $732K | Buy |
|
|||||
|
2021
Q3 | $705K | Buy |
|
|||||
|
2021
Q2 | $471K | Buy |
|
|||||
|
2021
Q1 | $373K | Sell |
|
|||||
|
2020
Q4 | $352K | Buy |
|
|||||
|
2020
Q3 | $229K | Sell |
|
|||||
|
2020
Q2 | $302K | Buy |
|
|||||
|
2020
Q1 | $260K | Sell |
|
|||||
|
2019
Q4 | $288K | Buy |
|
|||||
|
2019
Q3 | $281K | Sell |
|
|||||
|
2019
Q2 | $297K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $257K | Buy |
|
|||||
|
2018
Q2 | $210K | Buy |
|