Buckley Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.38M | Buy |
6,297
+210
| +3% | +$45.9K | 0.41% | 43 |
|
2025
Q1 | $851K | Sell |
6,087
-1,478
| -20% | -$207K | 0.26% | 67 |
|
2024
Q4 | $1.26M | Buy |
7,565
+195
| +3% | +$32.5K | 0.39% | 51 |
|
2024
Q3 | $1.26M | Buy |
7,370
+2,870
| +64% | +$489K | 0.39% | 51 |
|
2024
Q2 | $635K | Buy |
4,500
+11
| +0.2% | +$1.55K | 0.2% | 73 |
|
2024
Q1 | $564K | Sell |
4,489
-100
| -2% | -$12.6K | 0.18% | 79 |
|
2023
Q4 | $484K | Buy |
4,589
+265
| +6% | +$27.9K | 0.17% | 83 |
|
2023
Q3 | $458K | Buy |
4,324
+2
| +0% | +$212 | 0.17% | 82 |
|
2023
Q2 | $515K | Sell |
4,322
-51,354
| -92% | -$6.12M | 0.18% | 83 |
|
2023
Q1 | $5.17M | Sell |
55,676
-33,382
| -37% | -$3.1M | 1.91% | 15 |
|
2022
Q4 | $7.28M | Sell |
89,058
-1,434
| -2% | -$117K | 2.65% | 14 |
|
2022
Q3 | $5.53M | Buy |
90,492
+2,316
| +3% | +$141K | 2.04% | 17 |
|
2022
Q2 | $6.16M | Buy |
88,176
+16,877
| +24% | +$1.18M | 1.98% | 17 |
|
2022
Q1 | $5.9M | Buy |
71,299
+67,281
| +1,674% | +$5.57M | 1.6% | 18 |
|
2021
Q4 | $350K | Buy |
+4,018
| New | +$350K | 0.1% | 107 |
|
2021
Q3 | – | Sell |
-2,645
| Closed | -$206K | – | 134 |
|
2021
Q2 | $206K | Buy |
+2,645
| New | +$206K | 0.07% | 125 |
|
2021
Q1 | – | Sell |
-3,173
| Closed | -$205K | – | 131 |
|
2020
Q4 | $205K | Buy |
+3,173
| New | +$205K | 0.08% | 117 |
|
2020
Q3 | – | Sell |
-7,903
| Closed | -$437K | – | 119 |
|
2020
Q2 | $437K | Sell |
7,903
-12,196
| -61% | -$674K | 0.2% | 86 |
|
2020
Q1 | $971K | Buy |
20,099
+1,990
| +11% | +$96.1K | 0.53% | 34 |
|
2019
Q4 | $959K | Sell |
18,109
-540
| -3% | -$28.6K | 0.44% | 37 |
|
2019
Q3 | $1.03M | Sell |
18,649
-1,606
| -8% | -$88.4K | 0.5% | 36 |
|
2019
Q2 | $1.15M | Sell |
20,255
-355
| -2% | -$20.2K | 0.54% | 31 |
|
2019
Q1 | $1.11M | Sell |
20,610
-1,171
| -5% | -$62.9K | 0.52% | 36 |
|
2018
Q4 | $983K | Sell |
21,781
-24
| -0.1% | -$1.08K | 0.51% | 36 |
|
2018
Q3 | $1.12M | Sell |
21,805
-60
| -0.3% | -$3.09K | 0.49% | 40 |
|
2018
Q2 | $963K | Sell |
21,865
-765
| -3% | -$33.7K | 0.46% | 43 |
|
2018
Q1 | $1.04M | Buy |
22,630
+1,574
| +7% | +$72K | 0.51% | 42 |
|
2017
Q4 | $996K | Buy |
+21,056
| New | +$996K | 0.5% | 44 |
|