Meristem Family Wealth’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $778K | Sell |
|
|||||
|
2021
Q4 | $1.3M | Sell |
|
|||||
|
2021
Q3 | $1.31M | Buy |
|
|||||
|
2021
Q2 | $857K | Buy |
|
|||||
|
2021
Q1 | $440K | Hold |
|
|||||
|
2020
Q4 | $405K | Sell |
|
|||||
|
2020
Q3 | $400K | Sell |
|
|||||
|
2020
Q2 | $393K | Sell |
|
|||||
|
2020
Q1 | $373K | Sell |
|
|||||
|
2019
Q4 | $446K | Hold |
|
|||||
|
2019
Q3 | $463K | Buy |
|
|||||
|
2019
Q2 | $255K | Buy |
|
|||||
|
2019
Q1 | $230K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $241K | Hold |
|
|||||
|
2018
Q2 | $206K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $202K | Sell |
|
|||||
|
2015
Q1 | $233K | Sell |
|
|||||
|
2014
Q4 | $243K | Hold |
|
|||||
|
2014
Q3 | $207K | Hold |
|
|||||
|
2014
Q2 | $219K | Hold |
|
|||||
|
2014
Q1 | $221K | Sell |
|
|||||
|
2013
Q4 | $360K | Buy |
|
|||||
|
2013
Q3 | $306K | Buy |
|
|||||
|
2013
Q2 | $278K | Buy |
|