PWMG
Pinnacle Wealth Management Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $808K | Hold |
3,696
| – | – | 0.46% | 42 |
|
|
2025
Q1 | $517K | Hold |
3,696
| – | – | 0.36% | 50 |
|
|
2024
Q4 | $616K | Buy |
3,696
+200
| +6% | +$33.3K | 0.38% | 51 |
|
|
2024
Q3 | $596K | Hold |
3,496
| – | – | 0.38% | 56 |
|
|
2024
Q2 | $494K | Hold |
3,496
| – | – | 0.33% | 53 |
|
|
2024
Q1 | $439K | Hold |
3,496
| – | – | 0.33% | 62 |
|
|
2023
Q4 | $369K | Hold |
3,496
| – | – | 0.3% | 65 |
|
|
2023
Q3 | $370K | Hold |
3,496
| – | – | 0.34% | 60 |
|
|
2023
Q2 | $416K | Hold |
3,496
| – | – | 0.36% | 57 |
|
|
2023
Q1 | $325K | Hold |
3,496
| – | – | 0.28% | 75 |
|
|
2022
Q4 | $286K | Hold |
3,496
| – | – | 0.25% | 82 |
|
|
2022
Q3 | $214K | Hold |
3,496
| – | – | 0.19% | 103 |
|
|
2022
Q2 | $244K | Hold |
3,496
| – | – | 0.2% | 99 |
|
|
2022
Q1 | $289K | Hold |
3,496
| – | – | 0.22% | 98 |
|
|
2021
Q4 | $305K | Hold |
3,496
| – | – | 0.23% | 97 |
|
|
2021
Q3 | $305K | Hold |
3,496
| – | – | 0.23% | 96 |
|
|
2021
Q2 | $272K | Buy |
+3,496
| New | +$272K | 0.2% | 105 |
|