CPIA
Cornell Pochily Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Hold |
3,275
| – | – | 0.23% | 96 |
|
|
2025
Q1 | $458K | Sell |
3,275
-175
| -5% | -$24.5K | 0.16% | 122 |
|
|
2024
Q4 | $575K | Hold |
3,450
| – | – | 0.2% | 106 |
|
|
2024
Q3 | $588K | Sell |
3,450
-100
| -3% | -$17K | 0.2% | 110 |
|
|
2024
Q2 | $501K | Hold |
3,550
| – | – | 0.19% | 111 |
|
|
2024
Q1 | $446K | Buy |
3,550
+50
| +1% | +$6.28K | 0.18% | 114 |
|
|
2023
Q4 | $369K | Hold |
3,500
| – | – | 0.15% | 133 |
|
|
2023
Q3 | $371K | Sell |
3,500
-400
| -10% | -$42.4K | 0.16% | 126 |
|
|
2023
Q2 | $464K | Sell |
3,900
-300
| -7% | -$35.7K | 0.19% | 117 |
|
|
2023
Q1 | $390K | Buy |
4,200
+200
| +5% | +$18.6K | 0.17% | 127 |
|
|
2022
Q4 | $327K | Sell |
4,000
-150
| -4% | -$12.3K | 0.15% | 133 |
|
|
2022
Q3 | $253K | Hold |
4,150
| – | – | 0.11% | 145 |
|
|
2022
Q2 | $290K | Hold |
4,150
| – | – | 0.13% | 141 |
|
|
2022
Q1 | $343K | Sell |
4,150
-25
| -0.6% | -$2.07K | 0.13% | 134 |
|
|
2021
Q4 | $364K | Sell |
4,175
-205
| -5% | -$17.9K | 0.14% | 132 |
|
|
2021
Q3 | $382K | Buy |
4,380
+375
| +9% | +$32.7K | 0.17% | 122 |
|
|
2021
Q2 | $312K | Buy |
4,005
+365
| +10% | +$28.4K | 0.14% | 133 |
|
|
2021
Q1 | $255K | Hold |
3,640
| – | – | 0.12% | 138 |
|
|
2020
Q4 | $235K | Hold |
3,640
| – | – | 0.11% | 135 |
|
|
2020
Q3 | $217K | Hold |
3,640
| – | – | 0.12% | 134 |
|
|
2020
Q2 | $201K | Sell |
3,640
-855
| -19% | -$47.2K | 0.12% | 133 |
|
|
2020
Q1 | $217K | Sell |
4,495
-50
| -1% | -$2.41K | 0.16% | 120 |
|
|
2019
Q4 | $241K | Sell |
4,545
-50
| -1% | -$2.65K | 0.14% | 123 |
|
|
2019
Q3 | $253K | Sell |
4,595
-2,526
| -35% | -$139K | 0.16% | 121 |
|
|
2019
Q2 | $406 | Buy |
7,121
+2,319
| +48% | +$132 | 0.1% | 99 |
|
|
2019
Q1 | $257K | Sell |
4,802
-2,507
| -34% | -$134K | 0.18% | 112 |
|
|
2018
Q4 | $330K | Buy |
7,309
+2,359
| +48% | +$107K | 0.21% | 98 |
|
|
2018
Q3 | $255K | Buy |
4,950
+1
| +0% | +$52 | 0.17% | 112 |
|
|
2018
Q2 | $218K | Hold |
4,949
| – | – | 0.15% | 121 |
|
|
2018
Q1 | $226K | Sell |
4,949
-274
| -5% | -$12.5K | 0.16% | 120 |
|
|
2017
Q4 | $246K | Buy |
+5,223
| New | +$246K | 0.16% | 118 |
|