PWAM
Pinnacle West Asset Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Sell |
10,860
-75
| -0.7% | -$16.4K | 1.64% | 15 |
|
|
2025
Q1 | $1.53M | Sell |
10,935
-25
| -0.2% | -$3.5K | 1.1% | 32 |
|
|
2024
Q4 | $1.83M | Sell |
10,960
-85
| -0.8% | -$14.2K | 1.31% | 25 |
|
|
2024
Q3 | $1.88M | Sell |
11,045
-100
| -0.9% | -$17K | 1.35% | 23 |
|
|
2024
Q2 | $1.57M | Hold |
11,145
| – | – | 1.22% | 27 |
|
|
2024
Q1 | $1.4M | Sell |
11,145
-300
| -3% | -$37.7K | 1.11% | 30 |
|
|
2023
Q4 | $1.21M | Buy |
11,445
+200
| +2% | +$21.1K | 1.03% | 36 |
|
|
2023
Q3 | $1.19M | Buy |
11,245
+210
| +2% | +$22.2K | 1.17% | 30 |
|
|
2023
Q2 | $1.31M | Sell |
11,035
-65
| -0.6% | -$7.74K | 1.28% | 25 |
|
|
2023
Q1 | $1.03M | Buy |
+11,100
| New | +$1.03M | 1.08% | 31 |
|