Burney Company’s Oracle ORCL Stock Holding History

Burney Company’s Portfolio ORCL Stock Details ORCL Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21.7M	Sell	99,136 -3,263	-3%	-$713K	0.73%	34
2025 Q1	$14.3M	Sell	102,399 -6,237	-6%	-$872K	0.52%	47
2024 Q4	$18.1M	Sell	108,636 -2,444	-2%	-$407K	0.64%	36
2024 Q3	$18.9M	Sell	111,080 -3,481	-3%	-$593K	0.67%	34
2024 Q2	$16.2M	Sell	114,561 -3,151	-3%	-$445K	0.62%	36
2024 Q1	$14.8M	Sell	117,712 -1,887	-2%	-$237K	0.56%	38
2023 Q4	$12.6M	Sell	119,599 -1,054	-0.9%	-$111K	0.53%	44
2023 Q3	$12.8M	Sell	120,653 -2,008	-2%	-$213K	0.6%	33
2023 Q2	$14.6M	Sell	122,661 -3,140	-2%	-$374K	0.67%	29
2023 Q1	$11.7M	Sell	125,801 -31,445	-20%	-$2.92M	0.58%	43
2022 Q4	$12.9M	Sell	157,246 -11,372	-7%	-$930K	0.65%	34
2022 Q3	$10.3M	Sell	168,618 -3,326	-2%	-$203K	0.57%	40
2022 Q2	$12M	Sell	171,944 -146	-0.1%	-$10.2K	0.63%	36
2022 Q1	$14.2M	Buy	172,090 +1,350	+0.8%	+$112K	0.65%	30
2021 Q4	$14.9M	Sell	170,740 -2,859	-2%	-$249K	0.64%	34
2021 Q3	$15.1M	Buy	173,599 +1,223	+0.7%	+$107K	0.71%	33
2021 Q2	$13.4M	Sell	172,376 -2,387	-1%	-$186K	0.62%	38
2021 Q1	$12.3M	Sell	174,763 -30,960	-15%	-$2.17M	0.6%	43
2020 Q4	$13.3M	Buy	205,723 +1,723	+0.8%	+$111K	0.73%	22
2020 Q3	$12.2M	Sell	204,000 -19,480	-9%	-$1.16M	0.75%	27
2020 Q2	$12.4M	Sell	223,480 -77,467	-26%	-$4.28M	0.8%	26
2020 Q1	$14.5M	Sell	300,947 -24,776	-8%	-$1.2M	1.12%	11
2019 Q4	$17.3M	Sell	325,723 -7,396	-2%	-$392K	0.95%	17
2019 Q3	$18.3M	Sell	333,119 -29,337	-8%	-$1.61M	1.1%	13
2019 Q2	$20.6M	Sell	362,456 -20,171	-5%	-$1.15M	1.25%	10
2019 Q1	$20.6M	Sell	382,627 -13,126	-3%	-$705K	1.27%	8
2018 Q4	$17.9M	Buy	395,753 +685	+0.2%	+$30.9K	1.26%	9
2018 Q3	$20.4M	Sell	395,068 -42,184	-10%	-$2.18M	1.21%	11
2018 Q2	$19.3M	Buy	437,252 +25,723	+6%	+$1.13M	1.13%	16
2018 Q1	$18.8M	Sell	411,529 -51,969	-11%	-$2.38M	1.17%	12
2017 Q4	$21.9M	Buy	463,498 +34,123	+8%	+$1.61M	1.24%	12
2017 Q3	$20.6M	Buy	429,375 +2,423	+0.6%	+$116K	1.34%	8
2017 Q2	$21.4M	Sell	426,952 -3,506	-0.8%	-$176K	1.4%	7
2017 Q1	$19.2M	Sell	430,458 -9,963	-2%	-$444K	1.27%	10
2016 Q4	$16.9M	Sell	440,421 -1,279	-0.3%	-$49.2K	1.15%	18
2016 Q3	$17.4M	Sell	441,700 -3,386	-0.8%	-$134K	1.23%	16
2016 Q2	$18.2M	Buy	445,086 +338	+0.1%	+$13.8K	1.31%	12
2016 Q1	$18.2M	Sell	444,748 -16,593	-4%	-$679K	1.32%	12
2015 Q4	$17M	Sell	461,341 -6,488	-1%	-$239K	1.26%	12
2015 Q3	$16.9M	Sell	467,829 -5,057	-1%	-$183K	1.3%	11
2015 Q2	$19.1M	Buy	472,886 +12,347	+3%	+$498K	1.3%	15
2015 Q1	$19.9M	Buy	460,539 +35,391	+8%	+$1.53M	1.36%	11
2014 Q4	$19.1M	Buy	425,148 +12,857	+3%	+$578K	1.51%	4
2014 Q3	$15.8M	Buy	412,291 +10,248	+3%	+$392K	1.35%	9
2014 Q2	$16.3M	Buy	402,043 +13,141	+3%	+$533K	1.41%	7
2014 Q1	$15.9M	Buy	388,902 +7,921	+2%	+$324K	1.45%	3
2013 Q4	$14.6M	Sell	380,981 -2,030	-0.5%	-$77.7K	1.42%	5
2013 Q3	$12.7M	Buy	383,011 +1,020	+0.3%	+$33.8K	1.42%	3
2013 Q2	$11.7M	Buy	+381,991	New	+$11.7M	1.46%	3