PWMAG
Pinnacle Wealth Management Advisory Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
11,458
+554
| +5% | +$121K | 0.21% | 94 |
|
|
2025
Q1 | $1.52M | Sell |
10,904
-6
| -0.1% | -$839 | 0.14% | 108 |
|
|
2024
Q4 | $1.82M | Buy |
10,910
+251
| +2% | +$41.8K | 0.17% | 95 |
|
|
2024
Q3 | $1.82M | Sell |
10,659
-280
| -3% | -$47.7K | 0.17% | 97 |
|
|
2024
Q2 | $1.54M | Buy |
10,939
+53
| +0.5% | +$7.48K | 0.16% | 101 |
|
|
2024
Q1 | $1.37M | Sell |
10,886
-461
| -4% | -$57.9K | 0.15% | 105 |
|
|
2023
Q4 | $1.2M | Buy |
11,347
+339
| +3% | +$35.7K | 0.14% | 107 |
|
|
2023
Q3 | $1.17M | Sell |
11,008
-52
| -0.5% | -$5.51K | 0.15% | 103 |
|
|
2023
Q2 | $1.32M | Buy |
11,060
+129
| +1% | +$15.4K | 0.16% | 101 |
|
|
2023
Q1 | $1.02M | Buy |
10,931
+109
| +1% | +$10.1K | 0.14% | 115 |
|
|
2022
Q4 | $885K | Buy |
10,822
+4,804
| +80% | +$393K | 0.13% | 121 |
|
|
2022
Q3 | $368K | Sell |
6,018
-2,217
| -27% | -$136K | 0.06% | 191 |
|
|
2022
Q2 | $575K | Buy |
8,235
+2,226
| +37% | +$155K | 0.09% | 158 |
|
|
2022
Q1 | $497K | Sell |
6,009
-383
| -6% | -$31.7K | 0.07% | 181 |
|
|
2021
Q4 | $557K | Buy |
6,392
+2,100
| +49% | +$183K | 0.09% | 165 |
|
|
2021
Q3 | $374K | Buy |
4,292
+84
| +2% | +$7.32K | 0.09% | 162 |
|
|
2021
Q2 | $328K | Buy |
4,208
+365
| +9% | +$28.5K | 0.08% | 170 |
|
|
2021
Q1 | $270K | Sell |
3,843
-365
| -9% | -$25.6K | 0.08% | 160 |
|
|
2020
Q4 | $272K | Sell |
4,208
-235
| -5% | -$15.2K | 0.08% | 157 |
|
|
2020
Q3 | $265K | Hold |
4,443
| – | – | 0.09% | 152 |
|
|
2020
Q2 | $246K | Buy |
4,443
+158
| +4% | +$8.75K | 0.09% | 153 |
|
|
2020
Q1 | $207K | Sell |
4,285
-870
| -17% | -$42K | 0.1% | 145 |
|
|
2019
Q4 | $273K | Hold |
5,155
| – | – | 0.1% | 156 |
|
|
2019
Q3 | $284K | Hold |
5,155
| – | – | 0.12% | 145 |
|
|
2019
Q2 | $294K | Sell |
5,155
-275
| -5% | -$15.7K | 0.13% | 147 |
|
|
2019
Q1 | $292K | Sell |
5,430
-1
| -0% | -$54 | 0.13% | 142 |
|
|
2018
Q4 | $245K | Buy |
5,431
+1
| +0% | +$45 | 0.13% | 139 |
|
|
2018
Q3 | $280K | Buy |
5,430
+200
| +4% | +$10.3K | 0.14% | 126 |
|
|
2018
Q2 | $230K | Sell |
5,230
-255
| -5% | -$11.2K | 0.12% | 128 |
|
|
2018
Q1 | $251K | Sell |
5,485
-50
| -0.9% | -$2.29K | 0.14% | 118 |
|
|
2017
Q4 | $262K | Hold |
5,535
| – | – | 0.14% | 122 |
|
|
2017
Q3 | $268K | Hold |
5,535
| – | – | 0.16% | 124 |
|
|
2017
Q2 | $278K | Sell |
5,535
-400
| -7% | -$20.1K | 0.17% | 118 |
|
|
2017
Q1 | $265K | Buy |
5,935
+5
| +0.1% | +$223 | 0.18% | 109 |
|
|
2016
Q4 | $228K | Buy |
+5,930
| New | +$228K | 0.16% | 115 |
|