Altavista Wealth Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$914K Hold
10,480
0.18% 91
2021
Q3
$913K Hold
10,480
0.2% 84
2021
Q2
$816K Hold
10,480
0.18% 91
2021
Q1
$735K Hold
10,480
0.18% 92
2020
Q4
$678K Hold
10,480
0.17% 91
2020
Q3
$626K Sell
10,480
-100
-0.9% -$5.97K 0.17% 85
2020
Q2
$585K Hold
10,580
0.17% 88
2020
Q1
$511K Buy
10,580
+300
+3% +$14.5K 0.17% 88
2019
Q4
$545K Hold
10,280
0.16% 99
2019
Q3
$566K Buy
10,280
+3,000
+41% +$165K 0.18% 95
2019
Q2
$415K Sell
7,280
-1,000
-12% -$57K 0.13% 106
2019
Q1
$445K Sell
8,280
-200
-2% -$10.7K 0.16% 106
2018
Q4
$383K Hold
8,480
0.16% 104
2018
Q3
$437K Hold
8,480
0.16% 104
2018
Q2
$374K Sell
8,480
-400
-5% -$17.6K 0.15% 111
2018
Q1
$406K Sell
8,880
-820
-8% -$37.5K 0.17% 100
2017
Q4
$459K Sell
9,700
-1,320
-12% -$62.5K 0.19% 96
2017
Q3
$533K Buy
11,020
+1,570
+17% +$75.9K 0.25% 78
2017
Q2
$474K Sell
9,450
-800
-8% -$40.1K 0.24% 82
2017
Q1
$457K Buy
10,250
+114
+1% +$5.08K 0.23% 78
2016
Q4
$390K Sell
10,136
-900
-8% -$34.6K 0.21% 83
2016
Q3
$434K Hold
11,036
0.24% 84
2016
Q2
$452K Sell
11,036
-472
-4% -$19.3K 0.25% 79
2016
Q1
$471K Sell
11,508
-1,603
-12% -$65.6K 0.27% 76
2015
Q4
$479K Sell
13,111
-2,630
-17% -$96.1K 0.28% 77
2015
Q3
$569K Sell
15,741
-6,701
-30% -$242K 0.37% 65
2015
Q2
$904K Sell
22,442
-298
-1% -$12K 0.56% 47
2015
Q1
$981K Buy
22,740
+1,021
+5% +$44K 0.6% 48
2014
Q4
$963K Buy
21,719
+2,137
+11% +$94.8K 0.59% 45
2014
Q3
$750K Sell
19,582
-2,761
-12% -$106K 0.48% 52
2014
Q2
$906K Sell
22,343
-8,586
-28% -$348K 0.56% 50
2014
Q1
$1.27M Sell
30,929
-3,376
-10% -$138K 0.77% 44
2013
Q4
$1.31M Buy
34,305
+293
+0.9% +$11.2K 0.8% 44
2013
Q3
$1.13M Sell
34,012
-622
-2% -$20.6K 0.73% 43
2013
Q2
$1.06M Buy
+34,634
New +$1.06M 0.72% 43