MA
Marshwinds Advisory’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $4.47M | Sell |
98,971
-5,260
| -5% | -$238K | 2.39% | 8 |
|
|
2018
Q3 | $5.37M | Sell |
104,231
-2,350
| -2% | -$121K | 2.45% | 5 |
|
|
2018
Q2 | $4.7M | Sell |
106,581
-300
| -0.3% | -$13.2K | 2.22% | 5 |
|
|
2018
Q1 | $4.89M | Sell |
106,881
-750
| -0.7% | -$34.3K | 2.33% | 4 |
|
|
2017
Q4 | $5.09M | Sell |
107,631
-7,140
| -6% | -$338K | 2.36% | 3 |
|
|
2017
Q3 | $5.55M | Sell |
114,771
-1,300
| -1% | -$62.9K | 2.58% | 3 |
|
|
2017
Q2 | $5.82M | Sell |
116,071
-780
| -0.7% | -$39.1K | 2.75% | 2 |
|
|
2017
Q1 | $5.21M | Sell |
116,851
-1,150
| -1% | -$51.3K | 2.42% | 6 |
|
|
2016
Q4 | $4.54M | Sell |
118,001
-150
| -0.1% | -$5.77K | 2.16% | 6 |
|
|
2016
Q3 | $4.64M | Sell |
118,151
-842
| -0.7% | -$33.1K | 2.26% | 6 |
|
|
2016
Q2 | $4.87M | Sell |
118,993
-2,400
| -2% | -$98.2K | 2.37% | 5 |
|
|
2016
Q1 | $4.97M | Sell |
121,393
-807
| -0.7% | -$33K | 2.55% | 4 |
|
|
2015
Q4 | $4.46M | Sell |
122,200
-450
| -0.4% | -$16.4K | 2.33% | 7 |
|
|
2015
Q3 | $4.43M | Sell |
122,650
-1,825
| -1% | -$65.9K | 2.38% | 5 |
|
|
2015
Q2 | $5.02M | Sell |
124,475
-6,979
| -5% | -$281K | 2.53% | 5 |
|
|
2015
Q1 | $5.67M | Sell |
131,454
-4,425
| -3% | -$191K | 2.68% | 2 |
|
|
2014
Q4 | $6.11M | Sell |
135,879
-741
| -0.5% | -$33.3K | 2.88% | 2 |
|
|
2014
Q3 | $5.23M | Sell |
136,620
-2,517
| -2% | -$96.4K | 2.59% | 4 |
|
|
2014
Q2 | $5.64M | Sell |
139,137
-32
| -0% | -$1.3K | 2.71% | 4 |
|
|
2014
Q1 | $5.69M | Buy |
139,169
+200
| +0.1% | +$8.18K | 2.87% | 3 |
|
|
2013
Q4 | $5.32M | Sell |
138,969
-7,000
| -5% | -$268K | 2.81% | 4 |
|
|
2013
Q3 | $4.84M | Sell |
145,969
-500
| -0.3% | -$16.6K | 2.78% | 5 |
|
|
2013
Q2 | $4.5M | Buy |
+146,469
| New | +$4.5M | 2.67% | 5 |
|