Ownership history in First Personal Financial Services · 40 quarters on record
This page tracks every 13F SEC filing in which First Personal Financial Services reported a position in ORACLE CORP (ORCL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | REDUCED | 60,044 | -7,195 | -10.7% | 2.16% | $10.2M | $167.90 |
| 2024 Q2 | REDUCED | 67,239 | -391 | -0.6% | 2.15% | $9.5M | $138.74 |
| 2024 Q1 | REDUCED | 67,630 | -681 | -1.0% | 1.97% | $8.5M | $123.02 |
| 2023 Q4 | REDUCED | 68,311 | -1,592 | -2.3% | 1.75% | $7.2M | $102.86 |
| 2023 Q3 | REDUCED | 69,903 | -4,321 | -5.8% | 1.93% | $7.4M | $102.96 |
| 2023 Q2 | REDUCED | 74,224 | -2,527 | -3.3% | 2.20% | $8.8M | $115.36 |
| 2023 Q1 | REDUCED | 76,751 | -1,621 | -2.1% | 1.85% | $7.1M | $89.63 |
| 2022 Q4 | ADDED | 78,372 | +425 | +0.5% | 1.74% | $6.4M | $78.55 |
| 2022 Q3 | ADDED | 77,947 | +1,157 | +1.5% | 1.38% | $4.8M | $58.39 |
| 2022 Q2 | REDUCED | 76,790 | -3,381 | -4.2% | 1.50% | $5.4M | $66.51 |
As of 2025 Q4 — sorted by position size