PCA Investment Advisory Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,853
| Closed | -$309K | – | 111 |
|
2024
Q4 | $309K | Buy |
1,853
+1
| +0.1% | +$167 | 0.14% | 97 |
|
2024
Q3 | $315K | Sell |
1,852
-10
| -0.5% | -$1.7K | 0.15% | 90 |
|
2024
Q2 | $263K | Buy |
1,862
+3
| +0.2% | +$424 | 0.14% | 104 |
|
2024
Q1 | $234K | Buy |
+1,859
| New | +$234K | 0.13% | 120 |
|
2023
Q3 | – | Sell |
-1,831
| Closed | -$218K | – | 324 |
|
2023
Q2 | $218K | Buy |
+1,831
| New | +$218K | 0.13% | 105 |
|