BMM

Buffington Mohr McNeal’s Oracle ORCL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,717	Closed	-$786K	–	132
2024 Q4	$786K	Hold	4,717	–	–	0.13%	77
2024 Q3	$804K	Hold	4,717	–	–	0.13%	83
2024 Q2	$666K	Hold	4,717	–	–	0.12%	82
2024 Q1	$593K	Buy	4,717 +2	+0%	+$251	0.11%	86
2023 Q4	$497K	Hold	4,715	–	–	0.1%	92
2023 Q3	$499K	Sell	4,715 -50	-1%	-$5.3K	0.11%	91
2023 Q2	$567K	Buy	4,765 +787	+20%	+$93.7K	0.12%	90
2023 Q1	$370K	Hold	3,978	–	–	0.08%	99
2022 Q4	$325K	Hold	3,978	–	–	0.08%	105
2022 Q3	$243K	Hold	3,978	–	–	0.06%	113
2022 Q2	$278K	Buy	3,978 +348	+10%	+$24.3K	0.06%	112
2022 Q1	$300K	Hold	3,630	–	–	0.06%	111
2021 Q4	$317K	Hold	3,630	–	–	0.05%	120
2021 Q3	$316K	Hold	3,630	–	–	0.06%	111
2021 Q2	$283K	Hold	3,630	–	–	0.06%	116
2021 Q1	$255K	Hold	3,630	–	–	0.05%	116
2020 Q4	$235K	Sell	3,630 -200	-5%	-$12.9K	0.05%	115
2020 Q3	$229K	Hold	3,830	–	–	0.06%	110
2020 Q2	$212K	Buy	+3,830	New	+$212K	0.06%	111
2020 Q1	–	Sell	-3,830	Closed	-$203K	–	111
2019 Q4	$203K	Buy	+3,830	New	+$203K	0.06%	111
2019 Q3	–	Sell	-3,630	Closed	-$207K	–	116
2019 Q2	$207K	Hold	3,630	–	–	0.06%	114
2019 Q1	$195K	Buy	+3,630	New	+$195K	0.06%	119
2017 Q3	–	Sell	-10,423	Closed	-$523K	–	133
2017 Q2	$523K	Buy	10,423 +1	+0%	+$50	0.21%	85
2017 Q1	$465K	Buy	10,422 +310	+3%	+$13.8K	0.2%	82
2016 Q4	$389K	Hold	10,112	–	–	0.15%	89
2016 Q3	$397K	Hold	10,112	–	–	0.17%	88
2016 Q2	$414K	Hold	10,112	–	–	0.18%	87
2016 Q1	$413K	Buy	10,112 +6,682	+195%	+$273K	0.18%	95
2015 Q4	$125K	Buy	+3,430	New	+$125K	0.07%	127