Berman Capital Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $820K | Buy |
9,428
+1,040
| +12% | +$90.5K | 0.13% | 87 |
|
|
2021
Q2 | $652K | Buy |
8,388
+3,353
| +67% | +$261K | 0.1% | 96 |
|
|
2021
Q1 | $353K | Buy |
5,035
+1,159
| +30% | +$81.3K | 0.07% | 128 |
|
|
2020
Q4 | $250K | Buy |
3,876
+133
| +4% | +$8.58K | 0.06% | 136 |
|
|
2020
Q3 | $223K | Sell |
3,743
-129
| -3% | -$7.69K | 0.06% | 139 |
|
|
2020
Q2 | $213K | Buy |
3,872
+305
| +9% | +$16.8K | 0.06% | 139 |
|
|
2020
Q1 | $170K | Buy |
3,567
+403
| +13% | +$19.2K | 0.05% | 140 |
|
|
2019
Q4 | $167K | Sell |
3,164
-241
| -7% | -$12.7K | 0.05% | 158 |
|
|
2019
Q3 | $187K | Buy |
3,405
+1
| +0% | +$55 | 0.06% | 138 |
|
|
2019
Q2 | $193K | Buy |
3,404
+500
| +17% | +$28.3K | 0.06% | 132 |
|
|
2019
Q1 | $156K | Sell |
2,904
-507
| -15% | -$27.2K | 0.05% | 146 |
|
|
2018
Q4 | $153K | Buy |
+3,411
| New | +$153K | 0.06% | 127 |
|