PPSG
Princeton Portfolio Strategies Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.49M | Hold |
19,125
| – | – | 0.29% | 72 |
|
|
2021
Q1 | $1.34M | Buy |
19,125
+1,685
| +10% | +$118K | 0.26% | 85 |
|
|
2020
Q4 | $1.13M | Hold |
17,440
| – | – | 0.22% | 87 |
|
|
2020
Q3 | $1.04M | Sell |
17,440
-47
| -0.3% | -$2.81K | 0.23% | 87 |
|
|
2020
Q2 | $967K | Buy |
17,487
+50
| +0.3% | +$2.77K | 0.23% | 87 |
|
|
2020
Q1 | $843K | Buy |
17,437
+197
| +1% | +$9.52K | 0.24% | 83 |
|
|
2019
Q4 | $913K | Hold |
17,240
| – | – | 0.21% | 94 |
|
|
2019
Q3 | $949K | Hold |
17,240
| – | – | 0.24% | 84 |
|
|
2019
Q2 | $982K | Sell |
17,240
-650
| -4% | -$37K | 0.25% | 86 |
|
|
2019
Q1 | $961K | Sell |
17,890
-1,789
| -9% | -$96.1K | 0.26% | 86 |
|
|
2018
Q4 | $889K | Buy |
19,679
+250
| +1% | +$11.3K | 0.28% | 85 |
|
|
2018
Q3 | $1M | Sell |
19,429
-100
| -0.5% | -$5.16K | 0.26% | 88 |
|
|
2018
Q2 | $860K | Buy |
19,529
+1,890
| +11% | +$83.2K | 0.25% | 89 |
|
|
2018
Q1 | $807K | Buy |
17,639
+1,375
| +8% | +$62.9K | 0.23% | 101 |
|
|
2017
Q4 | $769K | Buy |
+16,264
| New | +$769K | 0.21% | 105 |
|
|
2015
Q3 | – | Sell |
-7,157
| Closed | -$288K | – | 137 |
|
|
2015
Q2 | $288K | Buy |
7,157
+1,492
| +26% | +$60K | 0.1% | 118 |
|
|
2015
Q1 | $244K | Sell |
5,665
-1,300
| -19% | -$56K | 0.09% | 103 |
|
|
2014
Q4 | $313K | Hold |
6,965
| – | – | 0.12% | 101 |
|
|
2014
Q3 | $267K | Hold |
6,965
| – | – | 0.11% | 104 |
|
|
2014
Q2 | $282K | Sell |
6,965
-600
| -8% | -$24.3K | 0.12% | 107 |
|
|
2014
Q1 | $309K | Sell |
7,565
-500
| -6% | -$20.4K | 0.2% | 94 |
|
|
2013
Q4 | $309K | Buy |
+8,065
| New | +$309K | 0.21% | 95 |
|