Evelyn V. Moreno’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.01M | Sell |
9,561
-1,000
| -9% | -$105K | 0.48% | 55 |
|
|
2023
Q3 | $1.12M | Sell |
10,561
-700
| -6% | -$74.1K | 0.24% | 63 |
|
|
2023
Q2 | $1.34M | Sell |
11,261
-212
| -2% | -$25.2K | 0.29% | 59 |
|
|
2023
Q1 | $1.07M | Sell |
11,473
-9,560
| -45% | -$888K | 0.24% | 58 |
|
|
2022
Q4 | $1.72M | Buy |
21,033
+2,412
| +13% | +$197K | 0.4% | 58 |
|
|
2022
Q3 | $1.14M | Sell |
18,621
-2,412
| -11% | -$147K | 0.51% | 58 |
|
|
2022
Q2 | $1.47M | Buy |
21,033
+9,960
| +90% | +$696K | 0.34% | 55 |
|
|
2022
Q1 | $916K | Buy |
11,073
+8,608
| +349% | +$712K | 0.19% | 58 |
|
|
2021
Q4 | $215K | Buy |
+2,465
| New | +$215K | 0.04% | 59 |
|
|
2017
Q3 | – | Sell |
-17,057
| Closed | -$855K | – | 69 |
|
|
2017
Q2 | $855K | Sell |
17,057
-1,750
| -9% | -$87.7K | 0.26% | 54 |
|
|
2017
Q1 | $839K | Sell |
18,807
-80,845
| -81% | -$3.61M | 0.26% | 54 |
|
|
2016
Q4 | $3.83M | Sell |
99,652
-675
| -0.7% | -$26K | 1.38% | 40 |
|
|
2016
Q3 | $3.94M | Sell |
100,327
-25
| -0% | -$982 | 1.45% | 39 |
|
|
2016
Q2 | $4.11M | Hold |
100,352
| – | – | 1.56% | 36 |
|
|
2016
Q1 | $4.11M | Sell |
100,352
-2,040
| -2% | -$83.4K | 1.59% | 35 |
|
|
2015
Q4 | $3.74M | Buy |
102,392
+75
| +0.1% | +$2.74K | 1.56% | 35 |
|
|
2015
Q3 | $3.7M | Buy |
102,317
+85
| +0.1% | +$3.07K | 1.59% | 32 |
|
|
2015
Q2 | $4.12M | Buy |
102,232
+1,442
| +1% | +$58.1K | 1.64% | 30 |
|
|
2015
Q1 | $4.35M | Sell |
100,790
-3,750
| -4% | -$162K | 1.64% | 27 |
|
|
2014
Q4 | $4.7M | Buy |
104,540
+325
| +0.3% | +$14.6K | 1.73% | 21 |
|
|
2014
Q3 | $3.99M | Buy |
104,215
+255
| +0.2% | +$9.76K | 1.53% | 33 |
|
|
2014
Q2 | $4.21M | Sell |
103,960
-745
| -0.7% | -$30.2K | 1.58% | 24 |
|
|
2014
Q1 | $4.28M | Buy |
104,705
+705
| +0.7% | +$28.8K | 1.69% | 21 |
|
|
2013
Q4 | $3.98M | Buy |
+104,000
| New | +$3.98M | 1.64% | 24 |
|