YorkBridge Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.12M | Sell |
13,680
-130
| -0.9% | -$10.6K | 0.28% | 81 |
|
|
2022
Q3 | $843K | Buy |
13,810
+816
| +6% | +$49.8K | 0.22% | 96 |
|
|
2022
Q2 | $908K | Buy |
12,994
+1,314
| +11% | +$91.8K | 0.24% | 84 |
|
|
2022
Q1 | $966K | Buy |
11,680
+719
| +7% | +$59.5K | 0.21% | 85 |
|
|
2021
Q4 | $956K | Sell |
10,961
-267
| -2% | -$23.3K | 0.21% | 85 |
|
|
2021
Q3 | $978K | Buy |
11,228
+471
| +4% | +$41K | 0.25% | 81 |
|
|
2021
Q2 | $837K | Buy |
10,757
+1,137
| +12% | +$88.5K | 0.22% | 88 |
|
|
2021
Q1 | $675K | Buy |
9,620
+1,654
| +21% | +$116K | 0.2% | 91 |
|
|
2020
Q4 | $515K | Buy |
7,966
+1,684
| +27% | +$109K | 0.17% | 101 |
|
|
2020
Q3 | $375K | Buy |
6,282
+1,090
| +21% | +$65.1K | 0.16% | 113 |
|
|
2020
Q2 | $287K | Sell |
5,192
-860
| -14% | -$47.5K | 0.13% | 136 |
|
|
2020
Q1 | $292K | Sell |
6,052
-1,296
| -18% | -$62.5K | 0.18% | 121 |
|
|
2019
Q4 | $389K | Sell |
7,348
-27,303
| -79% | -$1.45M | 0.18% | 122 |
|
|
2019
Q3 | $1.91M | Buy |
34,651
+451
| +1% | +$24.8K | 0.96% | 30 |
|
|
2019
Q2 | $1.95M | Sell |
34,200
-889
| -3% | -$50.6K | 0.87% | 28 |
|
|
2019
Q1 | $1.89M | Buy |
35,089
+1,411
| +4% | +$75.8K | 0.87% | 29 |
|
|
2018
Q4 | $1.52M | Buy |
33,678
+628
| +2% | +$28.4K | 0.81% | 33 |
|
|
2018
Q3 | $1.71M | Sell |
33,050
-5,674
| -15% | -$294K | 0.78% | 31 |
|
|
2018
Q2 | $1.71M | Buy |
38,724
+4,143
| +12% | +$183K | 0.75% | 30 |
|
|
2018
Q1 | $1.59M | Buy |
34,581
+2,458
| +8% | +$113K | 0.73% | 33 |
|
|
2017
Q4 | $1.55M | Buy |
32,123
+4,530
| +16% | +$218K | 0.75% | 36 |
|
|
2017
Q3 | $1.33M | Sell |
27,593
-774
| -3% | -$37.4K | 0.69% | 38 |
|
|
2017
Q2 | $1.4M | Buy |
28,367
+773
| +3% | +$38.2K | 0.74% | 32 |
|
|
2017
Q1 | $1.25M | Sell |
27,594
-696
| -2% | -$31.4K | 0.65% | 42 |
|
|
2016
Q4 | $1.14M | Buy |
+28,290
| New | +$1.14M | 0.67% | 40 |
|