Buckingham Strategic Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.44M | Buy |
38,505
+1,236
| +3% | +$175K | 0.06% | 138 |
|
|
2024
Q1 | $4.68M | Sell |
37,269
-3,489
| -9% | -$438K | 0.05% | 153 |
|
|
2023
Q4 | $4.3M | Sell |
40,758
-6,067
| -13% | -$640K | 0.05% | 150 |
|
|
2023
Q3 | $4.96M | Buy |
46,825
+194
| +0.4% | +$20.5K | 0.07% | 133 |
|
|
2023
Q2 | $5.55M | Buy |
46,631
+18,687
| +67% | +$2.23M | 0.08% | 126 |
|
|
2023
Q1 | $2.28M | Hold |
27,944
| – | – | 0.04% | 171 |
|
|
2022
Q4 | $2.28M | Buy |
27,944
+3,150
| +13% | +$257K | 0.04% | 171 |
|
|
2022
Q3 | $1.51M | Sell |
24,794
-2,374
| -9% | -$145K | 0.03% | 206 |
|
|
2022
Q2 | $1.9M | Buy |
27,168
+362
| +1% | +$25.3K | 0.04% | 179 |
|
|
2022
Q1 | $2.22M | Buy |
26,806
+1,212
| +5% | +$100K | 0.04% | 168 |
|
|
2021
Q4 | $2.23M | Sell |
25,594
-1,160
| -4% | -$101K | 0.04% | 167 |
|
|
2021
Q3 | $2.33M | Buy |
26,754
+508
| +2% | +$44.3K | 0.05% | 159 |
|
|
2021
Q2 | $2.04M | Sell |
26,246
-1,530
| -6% | -$119K | 0.05% | 169 |
|
|
2021
Q1 | $1.95M | Buy |
27,776
+66
| +0.2% | +$4.63K | 0.1% | 150 |
|
|
2020
Q4 | $1.79M | Buy |
27,710
+4,637
| +20% | +$300K | 0.09% | 156 |
|
|
2020
Q3 | $1.38M | Sell |
23,073
-1,720
| -7% | -$103K | 0.11% | 147 |
|
|
2020
Q2 | $1.37M | Sell |
24,793
-6,556
| -21% | -$362K | 0.13% | 124 |
|
|
2020
Q1 | $1.52M | Sell |
31,349
-443
| -1% | -$21.4K | 0.15% | 114 |
|
|
2019
Q4 | $1.68M | Sell |
31,792
-189
| -0.6% | -$10K | 0.16% | 105 |
|
|
2019
Q3 | $1.76M | Buy |
31,981
+3,812
| +14% | +$210K | 0.19% | 95 |
|
|
2019
Q2 | $1.61M | Sell |
28,169
-307
| -1% | -$17.5K | 0.17% | 99 |
|
|
2019
Q1 | $1.53M | Buy |
28,476
+348
| +1% | +$18.7K | 0.19% | 98 |
|
|
2018
Q4 | $1.27M | Sell |
28,128
-202
| -0.7% | -$9.12K | 0.19% | 96 |
|
|
2018
Q3 | $1.46M | Buy |
28,330
+3,908
| +16% | +$202K | 0.22% | 96 |
|
|
2018
Q2 | $1.08M | Buy |
24,422
+3,074
| +14% | +$135K | 0.17% | 114 |
|
|
2018
Q1 | $977K | Sell |
21,348
-733
| -3% | -$33.5K | 0.19% | 115 |
|
|
2017
Q4 | $1.04M | Sell |
22,081
-1,411
| -6% | -$66.7K | 0.22% | 96 |
|
|
2017
Q3 | $1.14M | Sell |
23,492
-1,766
| -7% | -$85.4K | 0.27% | 84 |
|
|
2017
Q2 | $1.27M | Sell |
25,258
-966
| -4% | -$48.4K | 0.3% | 80 |
|
|
2017
Q1 | $1.17M | Buy |
26,224
+7,820
| +42% | +$349K | 0.34% | 59 |
|
|
2016
Q4 | $708K | Sell |
18,404
-251
| -1% | -$9.66K | 0.23% | 86 |
|
|
2016
Q3 | $733K | Sell |
18,655
-886
| -5% | -$34.8K | 0.25% | 83 |
|
|
2016
Q2 | $800K | Buy |
19,541
+277
| +1% | +$11.3K | 0.27% | 75 |
|
|
2016
Q1 | $788K | Buy |
19,264
+3,616
| +23% | +$148K | 0.26% | 77 |
|
|
2015
Q4 | $572K | Buy |
15,648
+737
| +5% | +$26.9K | 0.19% | 98 |
|
|
2015
Q3 | $539K | Sell |
14,911
-2,714
| -15% | -$98.1K | 0.19% | 93 |
|
|
2015
Q2 | $710K | Buy |
17,625
+2,838
| +19% | +$114K | 0.23% | 85 |
|
|
2015
Q1 | $638K | Sell |
14,787
-1,288
| -8% | -$55.6K | 0.24% | 78 |
|
|
2014
Q4 | $723K | Buy |
16,075
+5,005
| +45% | +$225K | 0.28% | 67 |
|
|
2014
Q3 | $424K | Buy |
11,070
+100
| +0.9% | +$3.83K | 0.17% | 93 |
|
|
2014
Q2 | $445K | Buy |
10,970
+2,537
| +30% | +$103K | 0.19% | 86 |
|
|
2014
Q1 | $345K | Sell |
8,433
-515
| -6% | -$21.1K | 0.16% | 95 |
|
|
2013
Q4 | $342K | Buy |
8,948
+1,448
| +19% | +$55.3K | 0.16% | 91 |
|
|
2013
Q3 | $249K | Sell |
7,500
-218
| -3% | -$7.24K | 0.13% | 105 |
|
|
2013
Q2 | $237K | Buy |
+7,718
| New | +$237K | 0.13% | 106 |
|