BSW Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
8,525
-1,741
| -17% | -$381K | 0.26% | 55 |
|
|
2025
Q1 | $1.44M | Sell |
10,266
-284
| -3% | -$39.7K | 0.22% | 63 |
|
|
2024
Q4 | $1.76M | Buy |
10,550
+440
| +4% | +$73.3K | 0.26% | 55 |
|
|
2024
Q3 | $1.72M | Sell |
10,110
-164
| -2% | -$27.9K | 0.26% | 48 |
|
|
2024
Q2 | $1.45M | Sell |
10,274
-358
| -3% | -$50.5K | 0.24% | 53 |
|
|
2024
Q1 | $1.34M | Buy |
10,632
+754
| +8% | +$94.7K | 0.23% | 63 |
|
|
2023
Q4 | $1.04M | Buy |
9,878
+297
| +3% | +$31.3K | 0.21% | 70 |
|
|
2023
Q3 | $1.01M | Buy |
9,581
+261
| +3% | +$27.6K | 0.23% | 60 |
|
|
2023
Q2 | $1.11M | Sell |
9,320
-169
| -2% | -$20.1K | 0.23% | 59 |
|
|
2023
Q1 | $882K | Buy |
9,489
+574
| +6% | +$53.3K | 0.18% | 80 |
|
|
2022
Q4 | $729K | Sell |
8,915
-572
| -6% | -$46.8K | 0.16% | 88 |
|
|
2022
Q3 | $579K | Sell |
9,487
-6
| -0.1% | -$366 | 0.14% | 96 |
|
|
2022
Q2 | $663K | Buy |
9,493
+442
| +5% | +$30.9K | 0.16% | 90 |
|
|
2022
Q1 | $749K | Buy |
9,051
+658
| +8% | +$54.5K | 0.19% | 84 |
|
|
2021
Q4 | $732K | Buy |
8,393
+302
| +4% | +$26.3K | 0.18% | 78 |
|
|
2021
Q3 | $705K | Buy |
8,091
+2,042
| +34% | +$178K | 0.2% | 65 |
|
|
2021
Q2 | $471K | Buy |
6,049
+732
| +14% | +$57K | 0.13% | 102 |
|
|
2021
Q1 | $373K | Sell |
5,317
-122
| -2% | -$8.56K | 0.11% | 113 |
|
|
2020
Q4 | $352K | Buy |
5,439
+1,609
| +42% | +$104K | 0.11% | 107 |
|
|
2020
Q3 | $229K | Sell |
3,830
-1,632
| -30% | -$97.6K | 0.09% | 123 |
|
|
2020
Q2 | $302K | Buy |
5,462
+83
| +2% | +$4.59K | 0.1% | 104 |
|
|
2020
Q1 | $260K | Sell |
5,379
-54
| -1% | -$2.61K | 0.11% | 92 |
|
|
2019
Q4 | $288K | Buy |
5,433
+332
| +7% | +$17.6K | 0.1% | 100 |
|
|
2019
Q3 | $281K | Sell |
5,101
-116
| -2% | -$6.39K | 0.11% | 79 |
|
|
2019
Q2 | $297K | Buy |
+5,217
| New | +$297K | 0.11% | 77 |
|
|
2018
Q4 | – | Sell |
-4,976
| Closed | -$257K | – | 127 |
|
|
2018
Q3 | $257K | Buy |
4,976
+200
| +4% | +$10.3K | 0.1% | 100 |
|
|
2018
Q2 | $210K | Buy |
+4,776
| New | +$210K | 0.09% | 84 |
|