MWAC
Mariner Wealth Advisors (Cincinnati)’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $409K | Buy |
7,939
+14
| +0.2% | +$721 | 0.02% | 212 |
|
|
2018
Q2 | $349K | Sell |
7,925
-1,389
| -15% | -$61.2K | 0.02% | 231 |
|
|
2018
Q1 | $426K | Buy |
9,314
+818
| +10% | +$37.4K | 0.03% | 206 |
|
|
2017
Q4 | $402K | Sell |
8,496
-3,026
| -26% | -$143K | 0.02% | 205 |
|
|
2017
Q3 | $557K | Buy |
11,522
+1,051
| +10% | +$50.8K | 0.04% | 156 |
|
|
2017
Q2 | $525K | Sell |
10,471
-1,146
| -10% | -$57.5K | 0.04% | 163 |
|
|
2017
Q1 | $518K | Sell |
11,617
-1,952
| -14% | -$87K | 0.04% | 161 |
|
|
2016
Q4 | $522K | Sell |
13,569
-2,051
| -13% | -$78.9K | 0.04% | 155 |
|
|
2016
Q3 | $614K | Buy |
15,620
+726
| +5% | +$28.5K | 0.05% | 146 |
|
|
2016
Q2 | $610K | Sell |
14,894
-3,459
| -19% | -$142K | 0.05% | 144 |
|
|
2016
Q1 | $751K | Buy |
18,353
+600
| +3% | +$24.6K | 0.07% | 124 |
|
|
2015
Q4 | $649K | Buy |
+17,753
| New | +$649K | 0.06% | 133 |
|
|
2015
Q1 | $932K | Buy |
21,596
+1,398
| +7% | +$60.3K | 0.13% | 81 |
|
|
2014
Q4 | $908K | Sell |
20,198
-311,724
| -94% | -$14M | 0.13% | 82 |
|
|
2014
Q3 | $12.7M | Sell |
331,922
-6,287
| -2% | -$241K | 2.04% | 23 |
|
|
2014
Q2 | $13.7M | Buy |
338,209
+6,917
| +2% | +$280K | 2.16% | 19 |
|
|
2014
Q1 | $13.6M | Buy |
331,292
+6,957
| +2% | +$285K | 2.2% | 16 |
|
|
2013
Q4 | $12.4M | Buy |
324,335
+7,038
| +2% | +$269K | 2.04% | 22 |
|
|
2013
Q3 | $10.5M | Buy |
317,297
+12,706
| +4% | +$421K | 1.95% | 26 |
|
|
2013
Q2 | $9.35M | Buy |
+304,591
| New | +$9.35M | 1.85% | 29 |
|