Buttonwood 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 | $499K | Sell |
2,281
-13
| -0.6% | -$2.84K | 0.2% | 72 |
|
|
2025
Q1 | $321K | Sell |
2,294
-45
| -2% | -$6.29K | 0.14% | 80 |
|
|
2024
Q4 | $390K | Sell |
2,339
-7
| -0.3% | -$1.17K | 0.17% | 78 |
|
|
2024
Q3 | $400K | Buy |
2,346
+17
| +0.7% | +$2.9K | 0.17% | 78 |
|
|
2024
Q2 | $329K | Sell |
2,329
-52
| -2% | -$7.34K | 0.16% | 84 |
|
|
2024
Q1 | $299K | Sell |
2,381
-78
| -3% | -$9.8K | 0.14% | 87 |
|
|
2023
Q4 | $259K | Buy |
2,459
+4
| +0.2% | +$422 | 0.14% | 90 |
|
|
2023
Q3 | $260K | Buy |
2,455
+203
| +9% | +$21.5K | 0.16% | 92 |
|
|
2023
Q2 | $268K | Buy |
+2,252
| New | +$268K | 0.17% | 88 |
|