Wealthspire Advisors (Maryland)’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.8M | Sell |
30,135
-1,824
| -6% | -$109K | 0.06% | 138 |
|
|
2020
Q2 | $1.77M | Sell |
31,959
-222
| -0.7% | -$12.3K | 0.13% | 105 |
|
|
2020
Q1 | $1.56M | Sell |
32,181
-1,937
| -6% | -$93.6K | 0.14% | 101 |
|
|
2019
Q4 | $1.81M | Sell |
34,118
-1,639
| -5% | -$86.9K | 0.12% | 105 |
|
|
2019
Q3 | $1.97M | Buy |
35,757
+1,103
| +3% | +$60.7K | 0.14% | 93 |
|
|
2019
Q2 | $1.97M | Buy |
34,654
+208
| +0.6% | +$11.8K | 0.15% | 92 |
|
|
2019
Q1 | $1.85M | Buy |
34,446
+3,230
| +10% | +$173K | 0.14% | 92 |
|
|
2018
Q4 | $1.41M | Sell |
31,216
-5,840
| -16% | -$264K | 0.13% | 99 |
|
|
2018
Q3 | $1.91M | Sell |
37,056
-698
| -2% | -$36K | 0.16% | 85 |
|
|
2018
Q2 | $1.66M | Sell |
37,754
-2,478
| -6% | -$109K | 0.15% | 90 |
|
|
2018
Q1 | $1.84M | Buy |
40,232
+1,640
| +4% | +$75K | 0.17% | 86 |
|
|
2017
Q4 | $1.83M | Buy |
38,592
+3,021
| +8% | +$143K | 0.18% | 88 |
|
|
2017
Q3 | $1.72M | Buy |
35,571
+235
| +0.7% | +$11.4K | 0.19% | 83 |
|
|
2017
Q2 | $1.77M | Buy |
35,336
+3,192
| +10% | +$160K | 0.21% | 79 |
|
|
2017
Q1 | $1.43M | Sell |
32,144
-3,732
| -10% | -$166K | 0.2% | 79 |
|
|
2016
Q4 | $1.38M | Buy |
35,876
+356
| +1% | +$13.7K | 0.21% | 74 |
|
|
2016
Q3 | $1.4M | Buy |
35,520
+3,497
| +11% | +$137K | 0.22% | 73 |
|
|
2016
Q2 | $1.31M | Sell |
32,023
-538
| -2% | -$22K | 0.22% | 75 |
|
|
2016
Q1 | $1.33M | Sell |
32,561
-3,488
| -10% | -$143K | 0.24% | 68 |
|
|
2015
Q4 | $1.32M | Buy |
+36,049
| New | +$1.32M | 0.25% | 70 |
|