Michael J. Puzo’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,300
| Closed | -$232K | – | 77 |
|
|
2021
Q1 | $232K | Sell |
3,300
-1,150
| -26% | -$74.5K | 0.07% | 71 |
|
|
2020
Q4 | $288K | Sell |
4,450
-675
| -13% | -$40.2K | 0.09% | 68 |
|
|
2020
Q3 | $306K | Sell |
5,125
-500
| -9% | -$28.4K | 0.11% | 66 |
|
|
2020
Q2 | $311K | Sell |
5,625
-400
| -7% | -$21.2K | 0.12% | 66 |
|
|
2020
Q1 | $291K | Sell |
6,025
-1,650
| -21% | -$85.2K | 0.13% | 65 |
|
|
2019
Q4 | $406K | Sell |
7,675
-2,300
| -23% | -$127K | 0.15% | 63 |
|
|
2019
Q3 | $548K | Sell |
9,975
-4,975
| -33% | -$275K | 0.21% | 54 |
|
|
2019
Q2 | $852K | Sell |
14,950
-8,950
| -37% | -$484K | 0.32% | 50 |
|
|
2019
Q1 | $1.28M | Sell |
23,900
-8,896
| -27% | -$453K | 0.5% | 44 |
|
|
2018
Q4 | $1.48M | Sell |
32,796
-12,680
| -28% | -$608K | 0.66% | 38 |
|
|
2018
Q3 | $2.34M | Sell |
45,476
-11,750
| -21% | -$571K | 0.88% | 35 |
|
|
2018
Q2 | $2.52M | Sell |
57,226
-8,450
| -13% | -$389K | 1.07% | 33 |
|
|
2018
Q1 | $3M | Sell |
65,676
-5,850
| -8% | -$291K | 1.28% | 30 |
|
|
2017
Q4 | $3.38M | Buy |
71,526
+19,076
| +36% | +$936K | 1.39% | 29 |
|
|
2017
Q3 | $2.54M | Sell |
52,450
-1,725
| -3% | -$85.8K | 1.32% | 31 |
|
|
2017
Q2 | $2.72M | Sell |
54,175
-4,470
| -8% | -$204K | 1.47% | 26 |
|
|
2017
Q1 | $2.62M | Sell |
58,645
-5,900
| -9% | -$246K | 1.45% | 26 |
|
|
2016
Q4 | $2.48M | Sell |
64,545
-970
| -1% | -$37.9K | 1.44% | 25 |
|
|
2016
Q3 | $2.57M | Buy |
65,515
+3,500
| +6% | +$143K | 1.48% | 25 |
|
|
2016
Q2 | $2.54M | Hold |
62,015
| – | – | 1.67% | 22 |
|
|
2016
Q1 | $2.54M | Buy |
62,015
+75
| +0.1% | +$2.78K | 1.68% | 19 |
|
|
2015
Q4 | $2.26M | Buy |
61,940
+870
| +1% | +$33.2K | 1.58% | 24 |
|
|
2015
Q3 | $2.21M | Buy |
61,070
+170
| +0.3% | +$6.54K | 1.57% | 25 |
|
|
2015
Q2 | $2.45M | Buy |
60,900
+90
| +0.1% | +$3.9K | 1.58% | 25 |
|
|
2015
Q1 | $2.62M | Buy |
60,810
+440
| +0.7% | +$19.1K | 1.68% | 22 |
|
|
2014
Q4 | $2.71M | Buy |
60,370
+1,310
| +2% | +$53.3K | 1.78% | 21 |
|
|
2014
Q3 | $2.26M | Buy |
59,060
+1,035
| +2% | +$41.9K | 1.55% | 24 |
|
|
2014
Q2 | $2.35M | Buy |
58,025
+235
| +0.4% | +$9.67K | 1.63% | 23 |
|
|
2014
Q1 | $2.37M | Buy |
57,790
+1,470
| +3% | +$56K | 1.7% | 22 |
|
|
2013
Q4 | $2.16M | Buy |
56,320
+3,465
| +7% | +$119K | 1.57% | 23 |
|
|
2013
Q3 | $1.75M | Buy |
52,855
+2,161
| +4% | +$70.1K | 1.46% | 26 |
|
|
2013
Q2 | $1.56M | Buy |
+50,694
| New | +$1.68M | 1.37% | 25 |
|
Other funds holding ORCL
Michael J. Puzo's ORCL Position: Q2 2021 in Review
Michael J. Puzo sold out of Oracle (ORCL) in Q2 2021, closing a stake of 3,300 shares — an estimated $232K sold.
Michael J. Puzo first reported a position in ORCL in Q2 2013 and held it in 32 quarters. The position peaked at $3.38M in Q4 2017. 2,096 funds tracked by Wall St. Rank hold ORCL as of Q2 2021.
- Michael J. Puzo reported no remaining Oracle position as of Q2 2021 after selling out during the quarter.
- Michael J. Puzo sold 3,300 Oracle shares in Q2 2021, an estimated $232K.
- Michael J. Puzo first reported a position in Oracle in Q2 2013 and held it in 32 quarters.
- Michael J. Puzo's Oracle position peaked at $3.38M in Q4 2017.
- 2,096 funds tracked by Wall St. Rank held Oracle as of Q2 2021.
Based on Michael J. Puzo's 13F filing for Q2 2021, filed 9 Aug 2021.