Wills Financial Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-9,118
| Closed | -$351K | – | 70 |
|
|
2016
Q4 | $351K | Sell |
9,118
-497
| -5% | -$19.1K | 0.29% | 57 |
|
|
2016
Q3 | $377K | Sell |
9,615
-2,259
| -19% | -$88.6K | 0.33% | 55 |
|
|
2016
Q2 | $486K | Buy |
11,874
+3
| +0% | +$123 | 0.4% | 50 |
|
|
2016
Q1 | $485K | Sell |
11,871
-5,277
| -31% | -$216K | 0.42% | 49 |
|
|
2015
Q4 | $626K | Sell |
17,148
-4,507
| -21% | -$165K | 0.55% | 44 |
|
|
2015
Q3 | $782K | Buy |
21,655
+10,346
| +91% | +$374K | 0.72% | 41 |
|
|
2015
Q2 | $455K | Buy |
11,309
+619
| +6% | +$24.9K | 0.39% | 54 |
|
|
2015
Q1 | $461K | Sell |
10,690
-1,268
| -11% | -$54.7K | 0.38% | 56 |
|
|
2014
Q4 | $537K | Sell |
11,958
-892
| -7% | -$40.1K | 0.44% | 50 |
|
|
2014
Q3 | $491K | Buy |
12,850
+17
| +0.1% | +$650 | 0.42% | 52 |
|
|
2014
Q2 | $520K | Sell |
12,833
-10
| -0.1% | -$405 | 0.43% | 54 |
|
|
2014
Q1 | $525K | Sell |
12,843
-480
| -4% | -$19.6K | 0.5% | 47 |
|
|
2013
Q4 | $509K | Buy |
+13,323
| New | +$509K | 0.52% | 47 |
|