Personal Capital Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.93M | Sell |
35,865
-847
| -2% | -$64.4K | 0.01% | 205 |
|
|
2022
Q3 | $2.24M | Buy |
36,712
+1,536
| +4% | +$112K | 0.01% | 203 |
|
|
2022
Q2 | $2.46M | Sell |
35,176
-851
| -2% | -$62.3K | 0.01% | 204 |
|
|
2022
Q1 | $2.98M | Sell |
36,027
-1,153
| -3% | -$93.4K | 0.01% | 207 |
|
|
2021
Q4 | $3.21M | Buy |
37,180
+2,143
| +6% | +$201K | 0.01% | 214 |
|
|
2021
Q3 | $3.05M | Sell |
35,037
-1,349
| -4% | -$119K | 0.02% | 213 |
|
|
2021
Q2 | $2.83M | Buy |
36,386
+10,662
| +41% | +$835K | 0.01% | 216 |
|
|
2021
Q1 | $1.8M | Sell |
25,724
-3,494
| -12% | -$226K | 0.01% | 229 |
|
|
2020
Q4 | $1.89M | Sell |
29,218
-1,625
| -5% | -$96.7K | 0.01% | 227 |
|
|
2020
Q3 | $1.84M | Buy |
30,843
+2,471
| +9% | +$140K | 0.01% | 231 |
|
|
2020
Q2 | $1.57M | Sell |
28,372
-81,030
| -74% | -$4.29M | 0.01% | 217 |
|
|
2020
Q1 | $5.32M | Buy |
109,402
+12,980
| +13% | +$670K | 0.05% | 153 |
|
|
2019
Q4 | $5.11M | Buy |
96,422
+15,942
| +20% | +$878K | 0.04% | 157 |
|
|
2019
Q3 | $4.43M | Buy |
80,480
+7,085
| +10% | +$391K | 0.04% | 151 |
|
|
2019
Q2 | $4.18M | Buy |
73,395
+9,830
| +15% | +$532K | 0.04% | 151 |
|
|
2019
Q1 | $3.41M | Buy |
63,565
+5,350
| +9% | +$273K | 0.04% | 154 |
|
|
2018
Q4 | $2.63M | Buy |
58,215
+15,399
| +36% | +$738K | 0.04% | 154 |
|
|
2018
Q3 | $2.21M | Sell |
42,816
-91,489
| -68% | -$4.44M | 0.03% | 163 |
|
|
2018
Q2 | $5.92M | Buy |
134,305
+8,552
| +7% | +$394K | 0.08% | 123 |
|
|
2018
Q1 | $5.75M | Buy |
125,753
+9,048
| +8% | +$450K | 0.09% | 126 |
|
|
2017
Q4 | $5.52M | Buy |
116,705
+7,889
| +7% | +$387K | 0.09% | 129 |
|
|
2017
Q3 | $5.26M | Sell |
108,816
-12,134
| -10% | -$604K | 0.1% | 121 |
|
|
2017
Q2 | $6.06M | Sell |
120,950
-9,299
| -7% | -$424K | 0.13% | 112 |
|
|
2017
Q1 | $5.8M | Buy |
130,249
+12,945
| +11% | +$539K | 0.15% | 104 |
|
|
2016
Q4 | $4.51M | Buy |
117,304
+18,557
| +19% | +$726K | 0.13% | 116 |
|
|
2016
Q3 | $3.86M | Buy |
98,747
+17,555
| +22% | +$715K | 0.13% | 110 |
|
|
2016
Q2 | $3.32M | Buy |
81,192
+16,884
| +26% | +$674K | 0.13% | 108 |
|
|
2016
Q1 | $2.63M | Buy |
64,308
+19,683
| +44% | +$729K | 0.12% | 105 |
|
|
2015
Q4 | $1.63M | Buy |
44,625
+4,177
| +10% | +$160K | 0.09% | 116 |
|
|
2015
Q3 | $1.46M | Buy |
40,448
+8,408
| +26% | +$323K | 0.1% | 108 |
|
|
2015
Q2 | $1.31M | Buy |
32,040
+6,952
| +28% | +$302K | 0.09% | 111 |
|
|
2015
Q1 | $1.08M | Buy |
25,088
+8,234
| +49% | +$357K | 0.09% | 103 |
|
|
2014
Q4 | $758K | Buy |
16,854
+6,109
| +57% | +$249K | 0.08% | 104 |
|
|
2014
Q3 | $411K | Buy |
+10,745
| New | +$435K | 0.05% | 107 |
|
Other funds holding ORCL
