PG
Patten Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
7,612
-1,863
| -20% | -$407K | 0.35% | 88 |
|
|
2025
Q1 | $1.32M | Buy |
9,475
+548
| +6% | +$76.6K | 0.3% | 99 |
|
|
2024
Q4 | $1.49M | Buy |
8,927
+1,947
| +28% | +$324K | 0.33% | 91 |
|
|
2024
Q3 | $1.19M | Buy |
6,980
+2,870
| +70% | +$489K | 0.26% | 112 |
|
|
2024
Q2 | $580K | Buy |
4,110
+234
| +6% | +$33K | 0.14% | 158 |
|
|
2024
Q1 | $487K | Buy |
3,876
+1,206
| +45% | +$151K | 0.12% | 164 |
|
|
2023
Q4 | $281K | Hold |
2,670
| – | – | 0.08% | 211 |
|
|
2023
Q3 | $283K | Sell |
2,670
-179
| -6% | -$19K | 0.08% | 204 |
|
|
2023
Q2 | $339K | Sell |
2,849
-112
| -4% | -$13.3K | 0.05% | 187 |
|
|
2023
Q1 | $275K | Sell |
2,961
-229
| -7% | -$21.3K | 0.08% | 208 |
|
|
2022
Q4 | $261K | Hold |
3,190
| – | – | 0.08% | 210 |
|
|
2022
Q3 | $202K | Hold |
3,190
| – | – | 0.07% | 230 |
|
|
2022
Q2 | $229K | Hold |
3,190
| – | – | 0.07% | 219 |
|
|
2022
Q1 | $264K | Buy |
3,190
+85
| +3% | +$7.03K | 0.07% | 223 |
|
|
2021
Q4 | $271K | Buy |
3,105
+348
| +13% | +$30.4K | 0.07% | 223 |
|
|
2021
Q3 | $240K | Hold |
2,757
| – | – | 0.07% | 231 |
|
|
2021
Q2 | $215K | Buy |
+2,757
| New | +$215K | 0.06% | 248 |
|
|
2019
Q4 | – | Sell |
-3,986
| Closed | -$219K | – | 216 |
|
|
2019
Q3 | $219K | Buy |
+3,986
| New | +$219K | 0.09% | 193 |
|
|
2019
Q1 | – | Sell |
-1,591
| Closed | -$72K | – | 427 |
|
|
2018
Q4 | $72K | Buy |
1,591
+232
| +17% | +$10.5K | 0.03% | 246 |
|
|
2018
Q3 | $70K | Buy |
1,359
+709
| +109% | +$36.5K | 0.03% | 283 |
|
|
2018
Q2 | $29K | Hold |
650
| – | – | 0.01% | 372 |
|
|
2018
Q1 | $30K | Hold |
650
| – | – | 0.01% | 366 |
|
|
2017
Q4 | $31K | Hold |
650
| – | – | 0.01% | 387 |
|
|
2017
Q3 | $31K | Hold |
650
| – | – | 0.01% | 378 |
|
|
2017
Q2 | $32K | Sell |
650
-500
| -43% | -$24.6K | 0.01% | 376 |
|
|
2017
Q1 | $51K | Hold |
1,150
| – | – | 0.02% | 311 |
|
|
2016
Q4 | $46K | Sell |
1,150
-500
| -30% | -$20K | 0.02% | 315 |
|
|
2016
Q3 | $62.8K | Hold |
1,650
| – | – | 0.03% | 287 |
|
|
2016
Q2 | $67.5K | Sell |
1,650
-400
| -20% | -$16.4K | 0.03% | 277 |
|
|
2016
Q1 | $83.9K | Hold |
2,050
| – | – | 0.04% | 250 |
|
|
2015
Q4 | $74.9K | Sell |
2,050
-1,000
| -33% | -$36.5K | 0.04% | 262 |
|
|
2015
Q3 | $110K | Hold |
3,050
| – | – | 0.06% | 223 |
|
|
2015
Q2 | $123K | Buy |
+3,050
| New | +$123K | 0.06% | 217 |
|