Pinnacle Wealth Planning Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
7,942
+125
| +2% | +$27.3K | 0.23% | 55 |
|
|
2025
Q1 | $1.09M | Sell |
7,817
-1,240
| -14% | -$173K | 0.16% | 78 |
|
|
2024
Q4 | $1.51M | Sell |
9,057
-1,386
| -13% | -$231K | 0.23% | 53 |
|
|
2024
Q3 | $1.78M | Sell |
10,443
-63
| -0.6% | -$10.7K | 0.24% | 57 |
|
|
2024
Q2 | $1.48M | Buy |
10,506
+176
| +2% | +$24.9K | 0.21% | 64 |
|
|
2024
Q1 | $1.3M | Buy |
10,330
+447
| +5% | +$56.1K | 0.19% | 79 |
|
|
2023
Q4 | $1.04M | Buy |
9,883
+190
| +2% | +$20K | 0.16% | 88 |
|
|
2023
Q3 | $1.03M | Sell |
9,693
-20
| -0.2% | -$2.12K | 0.17% | 84 |
|
|
2023
Q2 | $1.16M | Sell |
9,713
-351
| -3% | -$41.8K | 0.19% | 84 |
|
|
2023
Q1 | $935K | Buy |
10,064
+664
| +7% | +$61.7K | 0.16% | 101 |
|
|
2022
Q4 | $768K | Sell |
9,400
-1,399
| -13% | -$114K | 0.14% | 104 |
|
|
2022
Q3 | $659K | Buy |
10,799
+274
| +3% | +$16.7K | 0.12% | 110 |
|
|
2022
Q2 | $735K | Buy |
10,525
+1,638
| +18% | +$114K | 0.13% | 111 |
|
|
2022
Q1 | $735K | Sell |
8,887
-76
| -0.8% | -$6.29K | 0.13% | 119 |
|
|
2021
Q4 | $782K | Sell |
8,963
-48
| -0.5% | -$4.19K | 0.15% | 100 |
|
|
2021
Q3 | $785K | Buy |
9,011
+455
| +5% | +$39.6K | 0.17% | 90 |
|
|
2021
Q2 | $666K | Buy |
8,556
+32
| +0.4% | +$2.49K | 0.15% | 100 |
|
|
2021
Q1 | $598K | Buy |
8,524
+551
| +7% | +$38.7K | 0.15% | 101 |
|
|
2020
Q4 | $516K | Sell |
7,973
-160
| -2% | -$10.4K | 0.12% | 109 |
|
|
2020
Q3 | $486K | Sell |
8,133
-2
| -0% | -$120 | 0.16% | 103 |
|
|
2020
Q2 | $449K | Sell |
8,135
-200
| -2% | -$11K | 0.15% | 117 |
|
|
2020
Q1 | $402K | Sell |
8,335
-391
| -4% | -$18.9K | 0.19% | 104 |
|
|
2019
Q4 | $462K | Buy |
8,726
+2,796
| +47% | +$148K | 0.22% | 97 |
|
|
2019
Q3 | $326K | Sell |
5,930
-415
| -7% | -$22.8K | 0.18% | 116 |
|
|
2019
Q2 | $362K | Buy |
6,345
+671
| +12% | +$38.3K | 0.22% | 90 |
|
|
2019
Q1 | $305K | Sell |
5,674
-532
| -9% | -$28.6K | 0.2% | 100 |
|
|
2018
Q4 | $280K | Sell |
6,206
-957
| -13% | -$43.2K | 0.18% | 96 |
|
|
2018
Q3 | $370K | Buy |
7,163
+1,101
| +18% | +$56.9K | 0.34% | 96 |
|
|
2018
Q2 | $267K | Buy |
6,062
+156
| +3% | +$6.87K | 0.26% | 127 |
|
|
2018
Q1 | $271K | Buy |
+5,906
| New | +$271K | 0.28% | 122 |
|