Veritable’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-71,643
| Closed | -$8.53M | – | 569 |
|
|
2023
Q2 | $8.53M | Sell |
71,643
-2,917
| -4% | -$347K | 0.13% | 82 |
|
|
2023
Q1 | $6.93M | Sell |
74,560
-4,295
| -5% | -$399K | 0.11% | 90 |
|
|
2022
Q4 | $6.45M | Sell |
78,855
-1,896
| -2% | -$155K | 0.11% | 91 |
|
|
2022
Q3 | $4.93M | Sell |
80,751
-7,696
| -9% | -$470K | 0.1% | 111 |
|
|
2022
Q2 | $6.18M | Buy |
88,447
+1,359
| +2% | +$95K | 0.11% | 101 |
|
|
2022
Q1 | $7.21M | Buy |
87,088
+583
| +0.7% | +$48.2K | 0.11% | 99 |
|
|
2021
Q4 | $7.54M | Sell |
86,505
-422
| -0.5% | -$36.8K | 0.11% | 99 |
|
|
2021
Q3 | $7.57M | Buy |
86,927
+616
| +0.7% | +$53.7K | 0.12% | 88 |
|
|
2021
Q2 | $6.72M | Buy |
86,311
+121
| +0.1% | +$9.42K | 0.11% | 96 |
|
|
2021
Q1 | $6.05M | Sell |
86,190
-10,935
| -11% | -$767K | 0.1% | 101 |
|
|
2020
Q4 | $6.28M | Sell |
97,125
-6,948
| -7% | -$449K | 0.12% | 94 |
|
|
2020
Q3 | $6.21M | Sell |
104,073
-250
| -0.2% | -$14.9K | 0.12% | 86 |
|
|
2020
Q2 | $5.77M | Sell |
104,323
-10,612
| -9% | -$587K | 0.12% | 90 |
|
|
2020
Q1 | $5.56M | Sell |
114,935
-8,463
| -7% | -$409K | 0.13% | 92 |
|
|
2019
Q4 | $6.54M | Sell |
123,398
-1,276
| -1% | -$67.6K | 0.12% | 103 |
|
|
2019
Q3 | $6.86M | Buy |
124,674
+1,177
| +1% | +$64.8K | 0.13% | 96 |
|
|
2019
Q2 | $7.04M | Sell |
123,497
-3,169
| -3% | -$181K | 0.14% | 94 |
|
|
2019
Q1 | $6.8M | Buy |
126,666
+3,983
| +3% | +$214K | 0.14% | 95 |
|
|
2018
Q4 | $5.54M | Sell |
122,683
-2,672
| -2% | -$121K | 0.13% | 101 |
|
|
2018
Q3 | $6.46M | Sell |
125,355
-6,707
| -5% | -$346K | 0.13% | 96 |
|
|
2018
Q2 | $5.82M | Sell |
132,062
-10,818
| -8% | -$477K | 0.12% | 103 |
|
|
2018
Q1 | $6.54M | Buy |
142,880
+7,198
| +5% | +$329K | 0.14% | 91 |
|
|
2017
Q4 | $6.42M | Sell |
135,682
-6,439
| -5% | -$304K | 0.13% | 99 |
|
|
2017
Q3 | $6.87M | Sell |
142,121
-8,409
| -6% | -$407K | 0.14% | 95 |
|
|
2017
Q2 | $7.55M | Buy |
150,530
+3,284
| +2% | +$165K | 0.17% | 87 |
|
|
2017
Q1 | $6.57M | Sell |
147,246
-2,194
| -1% | -$97.9K | 0.16% | 93 |
|
|
2016
Q4 | $5.75M | Buy |
149,440
+599
| +0.4% | +$23K | 0.14% | 98 |
|
|
2016
Q3 | $5.85M | Buy |
148,841
+10,112
| +7% | +$397K | 0.15% | 98 |
|
|
2016
Q2 | $5.68M | Sell |
138,729
-6,284
| -4% | -$257K | 0.14% | 100 |
|
|
2016
Q1 | $5.93M | Sell |
145,013
-1,382
| -0.9% | -$56.5K | 0.16% | 95 |
|
|
2015
Q4 | $5.35M | Buy |
146,395
+8,908
| +6% | +$325K | 0.15% | 101 |
|
|
2015
Q3 | $4.97M | Buy |
137,487
+2,292
| +2% | +$82.8K | 0.15% | 104 |
|
|
2015
Q2 | $5.45M | Sell |
135,195
-52,764
| -28% | -$2.13M | 0.15% | 103 |
|
|
2015
Q1 | $8.11M | Buy |
187,959
+249
| +0.1% | +$10.7K | 0.17% | 102 |
|
|
2014
Q4 | $8.44M | Buy |
187,710
+8,172
| +5% | +$367K | 0.18% | 102 |
|
|
2014
Q3 | $6.87M | Sell |
179,538
-6,065
| -3% | -$232K | 0.15% | 111 |
|
|
2014
Q2 | $7.52M | Buy |
185,603
+3,725
| +2% | +$151K | 0.16% | 105 |
|
|
2014
Q1 | $7.44M | Buy |
181,878
+10,395
| +6% | +$425K | 0.16% | 102 |
|
|
2013
Q4 | $6.56M | Sell |
171,483
-43,813
| -20% | -$1.68M | 0.14% | 115 |
|
|
2013
Q3 | $7.14M | Sell |
215,296
-16,559
| -7% | -$549K | 0.17% | 100 |
|
|
2013
Q2 | $7.12M | Buy |
+231,855
| New | +$7.12M | 0.17% | 98 |
|