Balasa Dinverno & Foltz’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.77M | Sell |
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|
2022
Q2 | $2.05M | Sell |
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|
2022
Q1 | $2.65M | Sell |
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|
2021
Q4 | $3.25M | Sell |
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|
2021
Q3 | $3.34M | Buy |
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|
2021
Q2 | $2.88M | Buy |
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|
2021
Q1 | $2.24M | Buy |
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|
2020
Q4 | $1.77M | Buy |
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|
2020
Q3 | $1.43M | Buy |
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|
2020
Q2 | $1.17M | Buy |
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|
2020
Q1 | $697K | Sell |
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|
2019
Q4 | $952K | Buy |
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|
2019
Q3 | $968K | Buy |
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|
2019
Q2 | $989K | Sell |
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|
2019
Q1 | $932K | Buy |
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|
2018
Q4 | $757K | Sell |
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|
2018
Q3 | $923K | Buy |
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|
2018
Q2 | $694K | Sell |
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|
2018
Q1 | $739K | Sell |
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|
2017
Q4 | $770K | Sell |
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|
2017
Q3 | $789K | Buy |
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|
2017
Q2 | $751K | Buy |
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|
2017
Q1 | $611K | Buy |
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|
2016
Q4 | $526K | Buy |
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|
2016
Q3 | $526K | Buy |
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|
2016
Q2 | $547K | Sell |
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|
2016
Q1 | $635K | Sell |
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|
2015
Q4 | $1.16M | Sell |
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|
2015
Q3 | $1.17M | Sell |
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|
2015
Q2 | $1.4M | Sell |
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|
2015
Q1 | $1.72M | Sell |
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|
2014
Q4 | $1.81M | Buy |
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|
2014
Q3 | $1.5M | Buy |
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|
2014
Q2 | $1.37M | Buy |
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|
2014
Q1 | $1.36M | Buy |
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|
2013
Q4 | $1.24M | Sell |
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|
2013
Q3 | $1.08M | Buy |
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|
2013
Q2 | $965K | Buy |
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