Sullivan, Bruyette, Speros & Blaney’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
$1.31M Sell
2020
Q4
$1.29M Buy
2020
Q3
$1.18M Buy
2020
Q2
$924K Sell
2020
Q1
$890K Sell
2019
Q4
$1.06M Buy
2019
Q3
$1.08M Sell
2019
Q2
$1.16M Sell
2019
Q1
$1.11M Sell
2018
Q4
$1.06M Buy
2018
Q3
$1.19M Buy
2018
Q2
$983K Sell
2018
Q1
$1.03M Sell
2017
Q4
$1.11M Sell
2017
Q3
$1.15M Buy
2017
Q2
$1.15M Buy
2017
Q1
$1.02M Sell
2016
Q4
$891K Buy
2016
Q3
$908K Sell
2016
Q2
$947K Buy