Brightworth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $720K | Buy |
11,791
+207
| +2% | +$12.6K | 0.08% | 80 |
|
|
2022
Q2 | $809K | Buy |
11,584
+575
| +5% | +$40.2K | 0.09% | 78 |
|
|
2022
Q1 | $911K | Buy |
11,009
+6,191
| +128% | +$512K | 0.09% | 71 |
|
|
2021
Q4 | $420K | Buy |
4,818
+209
| +5% | +$18.2K | 0.04% | 90 |
|
|
2021
Q3 | $401K | Hold |
4,609
| – | – | 0.04% | 90 |
|
|
2021
Q2 | $359K | Sell |
4,609
-10
| -0.2% | -$779 | 0.03% | 84 |
|
|
2021
Q1 | $324K | Sell |
4,619
-4,559
| -50% | -$320K | 0.03% | 85 |
|
|
2020
Q4 | $594K | Buy |
9,178
+1,129
| +14% | +$73.1K | 0.06% | 60 |
|
|
2020
Q3 | $481K | Buy |
8,049
+1,205
| +18% | +$72K | 0.05% | 61 |
|
|
2020
Q2 | $378K | Buy |
6,844
+614
| +10% | +$33.9K | 0.05% | 64 |
|
|
2020
Q1 | $301K | Buy |
6,230
+737
| +13% | +$35.6K | 0.05% | 68 |
|
|
2019
Q4 | $291K | Buy |
5,493
+267
| +5% | +$14.1K | 0.05% | 83 |
|
|
2019
Q3 | $288K | Buy |
5,226
+247
| +5% | +$13.6K | 0.06% | 77 |
|
|
2019
Q2 | $284K | Buy |
4,979
+284
| +6% | +$16.2K | 0.06% | 77 |
|
|
2019
Q1 | $252K | Buy |
+4,695
| New | +$252K | 0.05% | 82 |
|
|
2018
Q4 | – | Sell |
-4,757
| Closed | -$245K | – | 96 |
|
|
2018
Q3 | $245K | Buy |
+4,757
| New | +$245K | 0.05% | 82 |
|
|
2018
Q2 | – | Sell |
-7,979
| Closed | -$365K | – | 118 |
|
|
2018
Q1 | $365K | Buy |
7,979
+2,581
| +48% | +$118K | 0.08% | 84 |
|
|
2017
Q4 | $255K | Buy |
5,398
+1,150
| +27% | +$54.3K | 0.06% | 98 |
|
|
2017
Q3 | $205K | Buy |
+4,248
| New | +$205K | 0.05% | 121 |
|