GA
Geneva Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.45M | Sell |
48,826
-1,238
| -2% | -$62.1K | 0.04% | 184 |
|
|
2017
Q1 | $2.23M | Sell |
50,064
-33,772
| -40% | -$1.51M | 0.04% | 195 |
|
|
2016
Q4 | $3.22M | Buy |
83,836
+1,433
| +2% | +$55.1K | 0.06% | 153 |
|
|
2016
Q3 | $3.24M | Buy |
82,403
+875
| +1% | +$34.4K | 0.06% | 150 |
|
|
2016
Q2 | $3.34M | Buy |
81,528
+1,820
| +2% | +$74.5K | 0.07% | 146 |
|
|
2016
Q1 | $3.26M | Buy |
79,708
+526
| +0.7% | +$21.5K | 0.07% | 139 |
|
|
2015
Q4 | $2.89M | Buy |
79,182
+1,474
| +2% | +$53.9K | 0.06% | 147 |
|
|
2015
Q3 | $2.81M | Buy |
77,708
+9,910
| +15% | +$358K | 0.06% | 157 |
|
|
2015
Q2 | $2.73M | Buy |
67,798
+5,853
| +9% | +$236K | 0.05% | 176 |
|
|
2015
Q1 | $2.67M | Sell |
61,945
-5,068
| -8% | -$219K | 0.05% | 178 |
|
|
2014
Q4 | $3.01M | Sell |
67,013
-4,782
| -7% | -$215K | 0.06% | 166 |
|
|
2014
Q3 | $2.75M | Buy |
71,795
+1,202
| +2% | +$46K | 0.05% | 175 |
|
|
2014
Q2 | $2.86M | Buy |
70,593
+3,653
| +5% | +$148K | 0.05% | 177 |
|
|
2014
Q1 | $2.74M | Buy |
66,940
+17,458
| +35% | +$714K | 0.05% | 176 |
|
|
2013
Q4 | $1.89M | Buy |
49,482
+4,737
| +11% | +$181K | 0.03% | 165 |
|
|
2013
Q3 | $1.48M | Sell |
44,745
-3,096
| -6% | -$103K | 0.03% | 198 |
|
|
2013
Q2 | $1.47M | Buy |
+47,841
| New | +$1.47M | 0.03% | 184 |
|