WA1
Wimmer Associates 1’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-9,535
| Closed | -$512K | – | 105 |
|
|
2019
Q1 | $512K | Sell |
9,535
-140
| -1% | -$7.52K | 0.45% | 59 |
|
|
2018
Q4 | $437K | Sell |
9,675
-125
| -1% | -$5.65K | 0.43% | 61 |
|
|
2018
Q3 | $505K | Buy |
9,800
+510
| +5% | +$26.3K | 0.42% | 63 |
|
|
2018
Q2 | $409K | Sell |
9,290
-215
| -2% | -$9.47K | 0.36% | 74 |
|
|
2018
Q1 | $435K | Sell |
9,505
-25
| -0.3% | -$1.14K | 0.38% | 72 |
|
|
2017
Q4 | $451K | Hold |
9,530
| – | – | 0.41% | 70 |
|
|
2017
Q3 | $461K | Hold |
9,530
| – | – | 0.42% | 69 |
|
|
2017
Q2 | $478K | Hold |
9,530
| – | – | 0.44% | 67 |
|
|
2017
Q1 | $425K | Hold |
9,530
| – | – | 0.4% | 72 |
|
|
2016
Q4 | $366K | Hold |
9,530
| – | – | 0.34% | 84 |
|
|
2016
Q3 | $374K | Sell |
9,530
-130
| -1% | -$5.1K | 0.34% | 83 |
|
|
2016
Q2 | $395K | Sell |
9,660
-17,420
| -64% | -$712K | 0.35% | 80 |
|
|
2016
Q1 | $1.11M | Buy |
27,080
+2,450
| +10% | +$100K | 1.02% | 40 |
|
|
2015
Q4 | $900K | Buy |
+24,630
| New | +$900K | 0.94% | 41 |
|