MJP
Michael J. Puzo’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,300
| Closed | -$232K | – | 77 |
|
|
2021
Q1 | $232K | Sell |
3,300
-1,150
| -26% | -$80.8K | 0.07% | 71 |
|
|
2020
Q4 | $288K | Sell |
4,450
-675
| -13% | -$43.7K | 0.09% | 68 |
|
|
2020
Q3 | $306K | Sell |
5,125
-500
| -9% | -$29.9K | 0.11% | 66 |
|
|
2020
Q2 | $311K | Sell |
5,625
-400
| -7% | -$22.1K | 0.12% | 66 |
|
|
2020
Q1 | $291K | Sell |
6,025
-1,650
| -21% | -$79.7K | 0.13% | 65 |
|
|
2019
Q4 | $406K | Sell |
7,675
-2,300
| -23% | -$122K | 0.15% | 63 |
|
|
2019
Q3 | $548K | Sell |
9,975
-4,975
| -33% | -$273K | 0.21% | 54 |
|
|
2019
Q2 | $852K | Sell |
14,950
-8,950
| -37% | -$510K | 0.32% | 50 |
|
|
2019
Q1 | $1.29M | Sell |
23,900
-8,896
| -27% | -$478K | 0.5% | 44 |
|
|
2018
Q4 | $1.48M | Sell |
32,796
-12,680
| -28% | -$573K | 0.66% | 38 |
|
|
2018
Q3 | $2.34M | Sell |
45,476
-11,750
| -21% | -$606K | 0.88% | 35 |
|
|
2018
Q2 | $2.52M | Sell |
57,226
-8,450
| -13% | -$372K | 1.07% | 33 |
|
|
2018
Q1 | $3M | Sell |
65,676
-5,850
| -8% | -$268K | 1.28% | 30 |
|
|
2017
Q4 | $3.38M | Buy |
71,526
+19,076
| +36% | +$902K | 1.39% | 29 |
|
|
2017
Q3 | $2.54M | Sell |
52,450
-1,725
| -3% | -$83.4K | 1.32% | 31 |
|
|
2017
Q2 | $2.72M | Sell |
54,175
-4,470
| -8% | -$224K | 1.47% | 26 |
|
|
2017
Q1 | $2.62M | Sell |
58,645
-5,900
| -9% | -$263K | 1.45% | 26 |
|
|
2016
Q4 | $2.48M | Sell |
64,545
-970
| -1% | -$37.3K | 1.44% | 25 |
|
|
2016
Q3 | $2.57M | Buy |
65,515
+3,500
| +6% | +$138K | 1.48% | 25 |
|
|
2016
Q2 | $2.54M | Hold |
62,015
| – | – | 1.67% | 22 |
|
|
2016
Q1 | $2.54M | Buy |
62,015
+75
| +0.1% | +$3.07K | 1.68% | 19 |
|
|
2015
Q4 | $2.26M | Buy |
61,940
+870
| +1% | +$31.8K | 1.58% | 24 |
|
|
2015
Q3 | $2.21M | Buy |
61,070
+170
| +0.3% | +$6.14K | 1.57% | 25 |
|
|
2015
Q2 | $2.45M | Buy |
60,900
+90
| +0.1% | +$3.63K | 1.58% | 25 |
|
|
2015
Q1 | $2.62M | Buy |
60,810
+440
| +0.7% | +$19K | 1.68% | 22 |
|
|
2014
Q4 | $2.72M | Buy |
60,370
+1,310
| +2% | +$58.9K | 1.78% | 21 |
|
|
2014
Q3 | $2.26M | Buy |
59,060
+1,035
| +2% | +$39.6K | 1.55% | 24 |
|
|
2014
Q2 | $2.35M | Buy |
58,025
+235
| +0.4% | +$9.52K | 1.63% | 23 |
|
|
2014
Q1 | $2.37M | Buy |
57,790
+1,470
| +3% | +$60.2K | 1.7% | 22 |
|
|
2013
Q4 | $2.16M | Buy |
56,320
+3,465
| +7% | +$133K | 1.57% | 23 |
|
|
2013
Q3 | $1.75M | Buy |
52,855
+2,161
| +4% | +$71.6K | 1.46% | 26 |
|
|
2013
Q2 | $1.56M | Buy |
+50,694
| New | +$1.56M | 1.37% | 25 |
|