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