PJSIMP
P.J. Schmidt Investment Management (PJS)’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Buy |
1,960
+60
| +3% | +$13.1K | 0.07% | 141 |
|
|
2025
Q1 | $266K | Hold |
1,900
| – | – | 0.05% | 160 |
|
|
2024
Q4 | $317K | Hold |
1,900
| – | – | 0.05% | 147 |
|
|
2024
Q3 | $324K | Hold |
1,900
| – | – | 0.06% | 152 |
|
|
2024
Q2 | $268K | Sell |
1,900
-50
| -3% | -$7.06K | 0.05% | 154 |
|
|
2024
Q1 | $245K | Hold |
1,950
| – | – | 0.05% | 161 |
|
|
2023
Q4 | $224K | Buy |
1,950
+50
| +3% | +$5.73K | 0.04% | 163 |
|
|
2023
Q3 | $206K | Hold |
1,900
| – | – | 0.04% | 165 |
|
|
2023
Q2 | $224K | Buy |
+1,900
| New | +$224K | 0.04% | 162 |
|
|
2015
Q3 | – | Sell |
-8,150
| Closed | -$328K | – | 150 |
|
|
2015
Q2 | $328K | Sell |
8,150
-9
| -0.1% | -$362 | 0.13% | 126 |
|
|
2015
Q1 | $352K | Buy |
8,159
+9
| +0.1% | +$388 | 0.14% | 121 |
|
|
2014
Q4 | $367K | Hold |
8,150
| – | – | 0.15% | 121 |
|
|
2014
Q3 | $312K | Buy |
8,150
+1,650
| +25% | +$63.2K | 0.13% | 119 |
|
|
2014
Q2 | $263K | Hold |
6,500
| – | – | 0.1% | 134 |
|
|
2014
Q1 | $266K | Sell |
6,500
-1,000
| -13% | -$40.9K | 0.11% | 132 |
|
|
2013
Q4 | $287K | Hold |
7,500
| – | – | 0.12% | 115 |
|
|
2013
Q3 | $249K | Sell |
7,500
-3,600
| -32% | -$120K | 0.11% | 107 |
|
|
2013
Q2 | $341K | Buy |
+11,100
| New | +$341K | 0.16% | 90 |
|