PFS Investments’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $8.11M | Sell |
68,112
-12,529
| -16% | -$1.49M | 0.13% | 151 |
|
|
2023
Q1 | $7.74M | Buy |
80,641
+4,003
| +5% | +$384K | 0.13% | 146 |
|
|
2022
Q4 | $6.26M | Buy |
76,638
+5,315
| +7% | +$434K | 0.12% | 163 |
|
|
2022
Q3 | $4.36K | Buy |
71,323
+10,743
| +18% | +$656 | 0.08% | 189 |
|
|
2022
Q2 | $4.23M | Buy |
60,580
+6,004
| +11% | +$420K | 0.08% | 199 |
|
|
2022
Q1 | $4.52M | Buy |
54,576
+3,336
| +7% | +$276K | 0.09% | 204 |
|
|
2021
Q4 | $4.47M | Buy |
51,240
+3,146
| +7% | +$274K | 0.09% | 202 |
|
|
2021
Q3 | $4.58M | Buy |
48,094
+1,941
| +4% | +$185K | 0.09% | 192 |
|
|
2021
Q2 | $4.05M | Buy |
46,153
+11,257
| +32% | +$988K | 0.09% | 184 |
|
|
2021
Q1 | $2.45M | Buy |
34,896
+4,969
| +17% | +$349K | 0.06% | 218 |
|
|
2020
Q4 | $1.89M | Buy |
29,927
+16,724
| +127% | +$1.05M | 0.05% | 223 |
|
|
2020
Q3 | $788K | Buy |
+13,203
| New | +$788K | 0.03% | 245 |
|