CGA
Crescent Grove Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,137
| Closed | -$268K | – | 309 |
|
|
2024
Q1 | $268K | Hold |
2,137
| – | – | 0.03% | 257 |
|
|
2023
Q4 | $225K | Buy |
+2,137
| New | +$225K | 0.03% | 268 |
|
|
2023
Q3 | – | Sell |
-1,722
| Closed | -$205K | – | 294 |
|
|
2023
Q2 | $205K | Buy |
+1,722
| New | +$205K | 0.02% | 279 |
|
|
2019
Q1 | – | Sell |
-5,619
| Closed | -$254K | – | 164 |
|
|
2018
Q4 | $254K | Buy |
+5,619
| New | +$254K | 0.05% | 133 |
|
|
2018
Q2 | – | Sell |
-6,000
| Closed | -$275K | – | 146 |
|
|
2018
Q1 | $275K | Hold |
6,000
| – | – | 0.07% | 111 |
|
|
2017
Q4 | $284K | Hold |
6,000
| – | – | 0.07% | 106 |
|
|
2017
Q3 | $290K | Hold |
6,000
| – | – | 0.07% | 106 |
|
|
2017
Q2 | $301K | Buy |
+6,000
| New | +$301K | 0.09% | 99 |
|