Pettyjohn Wood & White’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.24M | Buy |
33,094
+1,621
| +5% | +$354K | 1.29% | 24 |
|
|
2025
Q1 | $4.4M | Buy |
31,473
+941
| +3% | +$132K | 0.84% | 35 |
|
|
2024
Q4 | $5.09M | Sell |
30,532
-40
| -0.1% | -$6.67K | 0.93% | 32 |
|
|
2024
Q3 | $5.21M | Buy |
30,572
+231
| +0.8% | +$39.4K | 0.96% | 31 |
|
|
2024
Q2 | $4.28M | Buy |
30,341
+484
| +2% | +$68.3K | 0.83% | 37 |
|
|
2024
Q1 | $3.75M | Buy |
29,857
+2,705
| +10% | +$340K | 0.75% | 38 |
|
|
2023
Q4 | $2.86M | Buy |
27,152
+1,000
| +4% | +$105K | 0.62% | 43 |
|
|
2023
Q3 | $2.77M | Buy |
26,152
+1,205
| +5% | +$128K | 0.65% | 41 |
|
|
2023
Q2 | $2.97M | Hold |
24,947
| – | – | 0.68% | 42 |
|
|
2023
Q1 | $2.32M | Sell |
24,947
-200
| -0.8% | -$18.6K | 0.57% | 49 |
|
|
2022
Q4 | $2.06M | Buy |
25,147
+725
| +3% | +$59.3K | 0.51% | 52 |
|
|
2022
Q3 | $1.49M | Buy |
24,422
+2,110
| +9% | +$129K | 0.4% | 61 |
|
|
2022
Q2 | $1.56M | Buy |
22,312
+50
| +0.2% | +$3.49K | 0.37% | 64 |
|
|
2022
Q1 | $1.84M | Buy |
22,262
+800
| +4% | +$66.2K | 0.39% | 62 |
|
|
2021
Q4 | $1.87M | Sell |
21,462
-100
| -0.5% | -$8.72K | 0.39% | 62 |
|
|
2021
Q3 | $1.88M | Sell |
21,562
-495
| -2% | -$43.1K | 0.42% | 59 |
|
|
2021
Q2 | $1.72M | Buy |
22,057
+1,105
| +5% | +$86K | 0.38% | 65 |
|
|
2021
Q1 | $1.47M | Buy |
20,952
+3,450
| +20% | +$242K | 0.35% | 64 |
|
|
2020
Q4 | $1.13M | Buy |
17,502
+625
| +4% | +$40.4K | 0.29% | 72 |
|
|
2020
Q3 | $1.01M | Buy |
16,877
+712
| +4% | +$42.5K | 0.29% | 69 |
|
|
2020
Q2 | $893K | Sell |
16,165
-150
| -0.9% | -$8.29K | 0.29% | 67 |
|
|
2020
Q1 | $789K | Buy |
16,315
+167
| +1% | +$8.08K | 0.29% | 67 |
|
|
2019
Q4 | $856K | Sell |
16,148
-460
| -3% | -$24.4K | 0.25% | 75 |
|
|
2019
Q3 | $914K | Hold |
16,608
| – | – | 0.28% | 72 |
|
|
2019
Q2 | $946K | Buy |
16,608
+150
| +0.9% | +$8.54K | 0.29% | 72 |
|
|
2019
Q1 | $884K | Buy |
16,458
+774
| +5% | +$41.6K | 0.29% | 72 |
|
|
2018
Q4 | $708K | Sell |
15,684
-2,295
| -13% | -$104K | 0.26% | 74 |
|
|
2018
Q3 | $927K | Buy |
17,979
+1,450
| +9% | +$74.8K | 0.3% | 77 |
|
|
2018
Q2 | $728K | Sell |
16,529
-150
| -0.9% | -$6.61K | 0.25% | 82 |
|
|
2018
Q1 | $763K | Buy |
16,679
+184
| +1% | +$8.42K | 0.28% | 80 |
|
|
2017
Q4 | $780K | Sell |
16,495
-549
| -3% | -$26K | 0.28% | 77 |
|
|
2017
Q3 | $824K | Sell |
17,044
-1,040
| -6% | -$50.3K | 0.31% | 74 |
|
|
2017
Q2 | $907K | Sell |
18,084
-1,425
| -7% | -$71.5K | 0.34% | 72 |
|
|
2017
Q1 | $870K | Sell |
19,509
-5,910
| -23% | -$264K | 0.32% | 72 |
|
|
2016
Q4 | $977K | Sell |
25,419
-500
| -2% | -$19.2K | 0.38% | 70 |
|
|
2016
Q3 | $1.02M | Sell |
25,919
-450
| -2% | -$17.7K | 0.48% | 63 |
|
|
2016
Q2 | $1.08M | Buy |
26,369
+160
| +0.6% | +$6.55K | 0.43% | 67 |
|
|
2016
Q1 | $1.07M | Sell |
26,209
-950
| -3% | -$38.9K | 0.44% | 66 |
|
|
2015
Q4 | $992K | Sell |
27,159
-200
| -0.7% | -$7.31K | 0.42% | 64 |
|
|
2015
Q3 | $988K | Sell |
27,359
-350
| -1% | -$12.6K | 0.45% | 64 |
|
|
2015
Q2 | $1.12M | Sell |
27,709
-50
| -0.2% | -$2.02K | 0.47% | 64 |
|
|
2015
Q1 | $1.2M | Hold |
27,759
| – | – | 0.5% | 63 |
|
|
2014
Q4 | $1.25M | Sell |
27,759
-500
| -2% | -$22.5K | 0.52% | 61 |
|
|
2014
Q3 | $1.08M | Hold |
28,259
| – | – | 0.47% | 66 |
|
|
2014
Q2 | $1.15M | Sell |
28,259
-200
| -0.7% | -$8.1K | 0.5% | 65 |
|
|
2014
Q1 | $1.16M | Buy |
28,459
+5,709
| +25% | +$234K | 0.53% | 62 |
|
|
2013
Q4 | $870K | Sell |
22,750
-1,250
| -5% | -$47.8K | 0.51% | 65 |
|
|
2013
Q3 | $796K | Sell |
24,000
-200
| -0.8% | -$6.63K | 0.49% | 67 |
|
|
2013
Q2 | $743K | Buy |
+24,200
| New | +$743K | 0.47% | 68 |
|