PIA
Peachtree Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $330K | Hold |
7,318
| – | – | 0.25% | 60 |
|
|
2018
Q3 | $377K | Hold |
7,318
| – | – | 0.26% | 62 |
|
|
2018
Q2 | $322K | Sell |
7,318
-200
| -3% | -$8.8K | 0.23% | 63 |
|
|
2018
Q1 | $344K | Sell |
7,518
-960
| -11% | -$43.9K | 0.26% | 63 |
|
|
2017
Q4 | $401K | Hold |
8,478
| – | – | 0.31% | 64 |
|
|
2017
Q3 | $410K | Hold |
8,478
| – | – | 0.35% | 57 |
|
|
2017
Q2 | $425K | Hold |
8,478
| – | – | 0.36% | 59 |
|
|
2017
Q1 | $378K | Hold |
8,478
| – | – | 0.35% | 61 |
|
|
2016
Q4 | $326K | Hold |
8,478
| – | – | 0.32% | 72 |
|
|
2016
Q3 | $333K | Hold |
8,478
| – | – | 0.33% | 67 |
|
|
2016
Q2 | $347K | Hold |
8,478
| – | – | 0.35% | 70 |
|
|
2016
Q1 | $347K | Hold |
8,478
| – | – | 0.35% | 70 |
|
|
2015
Q4 | $310K | Sell |
8,478
-550
| -6% | -$20.1K | 0.32% | 77 |
|
|
2015
Q3 | $326K | Sell |
9,028
-2,500
| -22% | -$90.3K | 0.34% | 79 |
|
|
2015
Q2 | $465K | Sell |
11,528
-156
| -1% | -$6.29K | 0.35% | 75 |
|
|
2015
Q1 | $504K | Sell |
11,684
-674
| -5% | -$29.1K | 0.36% | 74 |
|
|
2014
Q4 | $556K | Hold |
12,358
| – | – | 0.37% | 78 |
|
|
2014
Q3 | $473K | Sell |
12,358
-83
| -0.7% | -$3.18K | 0.32% | 86 |
|
|
2014
Q2 | $504K | Hold |
12,441
| – | – | 0.34% | 81 |
|
|
2014
Q1 | $509K | Sell |
12,441
-170
| -1% | -$6.96K | 0.35% | 81 |
|
|
2013
Q4 | $482K | Buy |
+12,611
| New | +$482K | 0.33% | 84 |
|