Willingdon Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $9.04M | Buy |
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|
2019
Q4 | $5.87M | Buy |
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|
2019
Q3 | $5.84M | Buy |
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|
2019
Q2 | $5.85M | Buy |
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|
2019
Q1 | $5.29M | Buy |
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|
2018
Q4 | $2.82M | Buy |
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|
2018
Q3 | $204K | Buy |
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|
2018
Q2 | $170K | Sell |
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|
2018
Q1 | $182K | Sell |
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|
2017
Q4 | $738K | Sell |
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|
2017
Q3 | $803K | Sell |
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|
2017
Q2 | $959K | Buy |
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|
2017
Q1 | $829K | Buy |
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|
2016
Q4 | $706K | Hold |
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|
2016
Q3 | $722K | Hold |
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|
2016
Q2 | $752K | Buy |
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|
2016
Q1 | $469K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.24M | Buy |
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|
2014
Q3 | $900K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $827K | Buy |
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