Private Wealth Advisors (Pennsylvania)’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $446K | Sell |
6,896
-130
| -2% | -$8.41K | 0.25% | 71 |
|
2020
Q3 | $419K | Sell |
7,026
-681
| -9% | -$40.6K | 0.27% | 63 |
|
2020
Q2 | $426K | Sell |
7,707
-402
| -5% | -$22.2K | 0.29% | 63 |
|
2020
Q1 | $420K | Sell |
8,109
-204
| -2% | -$10.6K | 0.32% | 58 |
|
2019
Q4 | $444K | Sell |
8,313
-2,479
| -23% | -$132K | 0.24% | 87 |
|
2019
Q3 | $594K | Sell |
10,792
-20,825
| -66% | -$1.15M | 0.3% | 79 |
|
2019
Q2 | $1.8M | Sell |
31,617
-249
| -0.8% | -$14.2K | 0.64% | 47 |
|
2019
Q1 | $1.71M | Buy |
31,866
+9
| +0% | +$484 | 0.64% | 45 |
|
2018
Q4 | $1.44M | Sell |
31,857
-126
| -0.4% | -$5.69K | 0.62% | 45 |
|
2018
Q3 | $1.65M | Sell |
31,983
-100
| -0.3% | -$5.16K | 0.61% | 47 |
|
2018
Q2 | $1.41M | Buy |
32,083
+1
| +0% | +$44 | 0.56% | 52 |
|
2018
Q1 | $1.47M | Sell |
32,082
-1,397
| -4% | -$63.9K | 0.59% | 53 |
|
2017
Q4 | $1.58M | Sell |
33,479
-66
| -0.2% | -$3.12K | 0.61% | 49 |
|
2017
Q3 | $1.62M | Sell |
33,545
-406
| -1% | -$19.6K | 0.67% | 47 |
|
2017
Q2 | $1.7M | Sell |
33,951
-263
| -0.8% | -$13.2K | 0.73% | 41 |
|
2017
Q1 | $1.53M | Sell |
34,214
-2,149
| -6% | -$95.8K | 0.68% | 43 |
|
2016
Q4 | $1.4M | Sell |
36,363
-1,345
| -4% | -$51.7K | 0.65% | 49 |
|
2016
Q3 | $1.48M | Hold |
37,708
| – | – | 0.7% | 43 |
|
2016
Q2 | $1.54M | Buy |
37,708
+629
| +2% | +$25.7K | 0.76% | 42 |
|
2016
Q1 | $1.52M | Sell |
37,079
-613
| -2% | -$25.1K | 0.81% | 40 |
|
2015
Q4 | $1.38M | Sell |
37,692
-19,888
| -35% | -$727K | 0.77% | 41 |
|
2015
Q3 | $2.08M | Sell |
57,580
-994
| -2% | -$35.9K | 1.04% | 31 |
|
2015
Q2 | $2.36M | Sell |
58,574
-253
| -0.4% | -$10.2K | 1.07% | 32 |
|
2015
Q1 | $2.54M | Sell |
58,827
-672
| -1% | -$29K | 1.19% | 29 |
|
2014
Q4 | $2.68M | Sell |
59,499
-150
| -0.3% | -$6.75K | 1.29% | 25 |
|
2014
Q3 | $2.28M | Sell |
59,649
-790
| -1% | -$30.2K | 1.2% | 25 |
|
2014
Q2 | $2.45M | Sell |
60,439
-510
| -0.8% | -$20.7K | 1.26% | 25 |
|
2014
Q1 | $2.49M | Buy |
60,949
+130
| +0.2% | +$5.32K | 1.36% | 20 |
|
2013
Q4 | $2.33M | Sell |
60,819
-583
| -0.9% | -$22.3K | 1.27% | 24 |
|
2013
Q3 | $2.04M | Buy |
61,402
+320
| +0.5% | +$10.6K | 1.2% | 27 |
|
2013
Q2 | $1.88M | Buy |
+61,082
| New | +$1.88M | 1.17% | 32 |
|