P.J. Schmidt Investment Management (PJS)’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $385K | Buy |
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|
2025
Q4 | $459K | Buy |
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|
2025
Q3 | $551K | Hold |
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|
2025
Q2 | $429K | Buy |
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|
2025
Q1 | $266K | Hold |
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|
2024
Q4 | $317K | Hold |
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|
2024
Q3 | $324K | Hold |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $245K | Hold |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q3 | $206K | Hold |
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|
2023
Q2 | $224K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $328K | Sell |
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|
2015
Q1 | $352K | Buy |
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|
2014
Q4 | $367K | Hold |
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|
2014
Q3 | $312K | Buy |
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|
2014
Q2 | $263K | Hold |
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|
2014
Q1 | $266K | Sell |
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|
2013
Q4 | $287K | Hold |
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|
2013
Q3 | $249K | Sell |
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|
2013
Q2 | $341K | Buy |
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