PAMG
Patton Albertson Miller Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Buy |
2,444
+220
| +10% | +$48.1K | 0.07% | 149 |
|
|
2025
Q1 | $311K | Sell |
2,224
-277
| -11% | -$38.7K | 0.05% | 176 |
|
|
2024
Q4 | $417K | Sell |
2,501
-14
| -0.6% | -$2.33K | 0.06% | 158 |
|
|
2024
Q3 | $429K | Hold |
2,515
| – | – | 0.06% | 156 |
|
|
2024
Q2 | $355K | Buy |
2,515
+363
| +17% | +$51.3K | 0.05% | 158 |
|
|
2024
Q1 | $270K | Hold |
2,152
| – | – | 0.04% | 180 |
|
|
2023
Q4 | $227K | Sell |
2,152
-25
| -1% | -$2.64K | 0.04% | 193 |
|
|
2023
Q3 | $231K | Hold |
2,177
| – | – | 0.05% | 191 |
|
|
2023
Q2 | $259K | Hold |
2,177
| – | – | 0.05% | 188 |
|
|
2023
Q1 | $202K | Sell |
2,177
-440
| -17% | -$40.9K | 0.04% | 210 |
|
|
2022
Q4 | $214K | Buy |
+2,617
| New | +$214K | 0.04% | 207 |
|
|
2022
Q2 | – | Sell |
-2,692
| Closed | -$223K | – | 242 |
|
|
2022
Q1 | $223K | Sell |
2,692
-88
| -3% | -$7.29K | 0.04% | 234 |
|
|
2021
Q4 | $242K | Sell |
2,780
-275
| -9% | -$23.9K | 0.04% | 238 |
|
|
2021
Q3 | $266K | Sell |
3,055
-216
| -7% | -$18.8K | 0.05% | 219 |
|
|
2021
Q2 | $255K | Sell |
3,271
-111
| -3% | -$8.65K | 0.06% | 192 |
|
|
2021
Q1 | $237K | Sell |
3,382
-121
| -3% | -$8.48K | 0.06% | 193 |
|
|
2020
Q4 | $218K | Sell |
3,503
-29
| -0.8% | -$1.81K | 0.05% | 201 |
|
|
2020
Q3 | $211K | Sell |
3,532
-600
| -15% | -$35.8K | 0.06% | 198 |
|
|
2020
Q2 | $228K | Sell |
4,132
-423
| -9% | -$23.3K | 0.07% | 192 |
|
|
2020
Q1 | $220K | Sell |
4,555
-2,273
| -33% | -$110K | 0.07% | 197 |
|
|
2019
Q4 | $362K | Buy |
6,828
+501
| +8% | +$26.6K | 0.09% | 187 |
|
|
2019
Q3 | $348K | Sell |
6,327
-2,089
| -25% | -$115K | 0.1% | 189 |
|
|
2019
Q2 | $454K | Buy |
8,416
+4,416
| +110% | +$238K | 0.13% | 162 |
|
|
2019
Q1 | $215K | Hold |
4,000
| – | – | 0.11% | 113 |
|
|
2018
Q4 | $205K | Hold |
4,000
| – | – | 0.11% | 117 |
|
|
2018
Q3 | $187K | Buy |
+4,000
| New | +$187K | 0.09% | 118 |
|
|
2018
Q1 | – | Sell |
-7,556
| Closed | -$357K | – | 124 |
|
|
2017
Q4 | $357K | Sell |
7,556
-421
| -5% | -$19.9K | 0.15% | 104 |
|
|
2017
Q3 | $390K | Sell |
7,977
-3,600
| -31% | -$176K | 0.17% | 105 |
|
|
2017
Q2 | $580K | Sell |
11,577
-3,296
| -22% | -$165K | 0.26% | 93 |
|
|
2017
Q1 | $676K | Sell |
14,873
-10,865
| -42% | -$494K | 0.28% | 90 |
|
|
2016
Q4 | $990K | Sell |
25,738
-700
| -3% | -$26.9K | 0.42% | 73 |
|
|
2016
Q3 | $1.04M | Sell |
26,438
-2,824
| -10% | -$111K | 0.46% | 68 |
|
|
2016
Q2 | $1.2M | Sell |
29,262
-2,852
| -9% | -$117K | 0.54% | 59 |
|
|
2016
Q1 | $1.31M | Sell |
32,114
-3,217
| -9% | -$132K | 0.66% | 56 |
|
|
2015
Q4 | $1.29M | Sell |
35,331
-718
| -2% | -$26.2K | 0.65% | 56 |
|
|
2015
Q3 | $1.3M | Sell |
36,049
-7,504
| -17% | -$270K | 0.69% | 61 |
|
|
2015
Q2 | $1.76M | Sell |
43,553
-3,991
| -8% | -$161K | 0.77% | 59 |
|
|
2015
Q1 | $2.05M | Sell |
47,544
-8,393
| -15% | -$362K | 0.83% | 51 |
|
|
2014
Q4 | $2.52M | Buy |
55,937
+443
| +0.8% | +$19.9K | 1.17% | 27 |
|
|
2014
Q3 | $2.16M | Sell |
55,494
-1,435
| -3% | -$55.9K | 1.13% | 18 |
|
|
2014
Q2 | $2.31M | Sell |
56,929
-7,117
| -11% | -$288K | 1.17% | 18 |
|
|
2014
Q1 | $2.62M | Sell |
64,046
-1,744
| -3% | -$71.3K | 1.39% | 15 |
|
|
2013
Q4 | $2.52M | Sell |
65,790
-3,876
| -6% | -$148K | 1.48% | 15 |
|
|
2013
Q3 | $2.31M | Sell |
69,666
-5,029
| -7% | -$167K | 1.37% | 21 |
|
|
2013
Q2 | $2.29M | Buy |
+74,695
| New | +$2.29M | 1.39% | 22 |
|