Point View Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $669K | Sell |
10,336
-911
| -8% | -$59K | 0.27% | 122 |
|
|
2020
Q3 | $671K | Sell |
11,247
-562
| -5% | -$33.5K | 0.32% | 101 |
|
|
2020
Q2 | $653K | Buy |
11,809
+29
| +0.2% | +$1.6K | 0.31% | 103 |
|
|
2020
Q1 | $569K | Buy |
11,780
+6,267
| +114% | +$303K | 0.31% | 106 |
|
|
2019
Q4 | $292K | Sell |
5,513
-345
| -6% | -$18.3K | 0.12% | 209 |
|
|
2019
Q3 | $322K | Sell |
5,858
-175
| -3% | -$9.62K | 0.15% | 186 |
|
|
2019
Q2 | $344K | Sell |
6,033
-30
| -0.5% | -$1.71K | 0.15% | 181 |
|
|
2019
Q1 | $326K | Sell |
6,063
-74
| -1% | -$3.98K | 0.14% | 183 |
|
|
2018
Q4 | $277K | Hold |
6,137
| – | – | 0.14% | 186 |
|
|
2018
Q3 | $316K | Hold |
6,137
| – | – | 0.14% | 187 |
|
|
2018
Q2 | $270K | Hold |
6,137
| – | – | 0.13% | 202 |
|
|
2018
Q1 | $281K | Sell |
6,137
-14
| -0.2% | -$641 | 0.13% | 194 |
|
|
2017
Q4 | $291K | Sell |
6,151
-223
| -3% | -$10.6K | 0.14% | 184 |
|
|
2017
Q3 | $309K | Sell |
6,374
-477
| -7% | -$23.1K | 0.15% | 182 |
|
|
2017
Q2 | $344K | Sell |
6,851
-71
| -1% | -$3.57K | 0.17% | 166 |
|
|
2017
Q1 | $309K | Buy |
6,922
+477
| +7% | +$21.3K | 0.16% | 173 |
|
|
2016
Q4 | $248K | Sell |
6,445
-477
| -7% | -$18.4K | 0.14% | 183 |
|
|
2016
Q3 | $272K | Sell |
6,922
-37
| -0.5% | -$1.45K | 0.16% | 174 |
|
|
2016
Q2 | $285K | Buy |
6,959
+37
| +0.5% | +$1.52K | 0.17% | 169 |
|
|
2016
Q1 | $283K | Hold |
6,922
| – | – | 0.18% | 165 |
|
|
2015
Q4 | $253K | Hold |
6,922
| – | – | 0.18% | 163 |
|
|
2015
Q3 | $250K | Sell |
6,922
-635
| -8% | -$22.9K | 0.2% | 154 |
|
|
2015
Q2 | $305K | Sell |
7,557
-50
| -0.7% | -$2.02K | 0.24% | 137 |
|
|
2015
Q1 | $328K | Buy |
7,607
+225
| +3% | +$9.7K | 0.25% | 132 |
|
|
2014
Q4 | $332K | Buy |
7,382
+526
| +8% | +$23.7K | 0.25% | 131 |
|
|
2014
Q3 | $262K | Hold |
6,856
| – | – | 0.22% | 145 |
|
|
2014
Q2 | $278K | Hold |
6,856
| – | – | 0.24% | 138 |
|
|
2014
Q1 | $280K | Hold |
6,856
| – | – | 0.25% | 131 |
|
|
2013
Q4 | $262K | Buy |
+6,856
| New | +$262K | 0.25% | 134 |
|