PA
PFW Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,873
| Closed | -$262K | – | 130 |
|
|
2025
Q1 | $262K | Buy |
1,873
+2
| +0.1% | +$280 | 0.08% | 103 |
|
|
2024
Q4 | $312K | Buy |
+1,871
| New | +$312K | 0.1% | 99 |
|
|
2024
Q2 | $264K | Hold |
1,870
| – | – | 0.08% | 104 |
|
|
2024
Q1 | $235K | Sell |
1,870
-75
| -4% | -$9.42K | 0.07% | 114 |
|
|
2023
Q4 | $205K | Buy |
+1,945
| New | +$205K | 0.07% | 116 |
|
|
2023
Q3 | – | Sell |
-1,839
| Closed | -$208K | – | 118 |
|
|
2023
Q2 | $208K | Buy |
+1,839
| New | +$208K | 0.07% | 115 |
|
|
2019
Q3 | $320K | Buy |
+1,877
| New | +$320K | 0.1% | 102 |
|