PIA
Perennial Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Buy |
9,382
+232
| +3% | +$50.7K | 0.2% | 101 |
|
|
2025
Q1 | $1.28M | Buy |
9,150
+2,989
| +49% | +$418K | 0.14% | 131 |
|
|
2024
Q4 | $1.03M | Buy |
6,161
+239
| +4% | +$39.8K | 0.12% | 146 |
|
|
2024
Q3 | $1.01M | Sell |
5,922
-166
| -3% | -$28.3K | 0.13% | 135 |
|
|
2024
Q2 | $860K | Buy |
6,088
+46
| +0.8% | +$6.5K | 0.12% | 137 |
|
|
2024
Q1 | $759K | Buy |
6,042
+537
| +10% | +$67.5K | 0.12% | 148 |
|
|
2023
Q4 | $580K | Buy |
5,505
+494
| +10% | +$52.1K | 0.1% | 162 |
|
|
2023
Q3 | $531K | Sell |
5,011
-354
| -7% | -$37.5K | 0.1% | 167 |
|
|
2023
Q2 | $639K | Buy |
5,365
+200
| +4% | +$23.8K | 0.11% | 152 |
|
|
2023
Q1 | $480K | Buy |
+5,165
| New | +$480K | 0.09% | 179 |
|