ORCL Oracle Systems Corp

Ownership history in PINKERTON WEALTH, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which PINKERTON WEALTH, LLC reported a position in Oracle Systems 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.

Peak position
0.8% (2018 Q4)
Avg. % of fund
0.5%
First filed
2016 Q1
Last filed
2025 Q3
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 12,930 +6,711 +107.9% 0.39% $3.6M $280.01
2024 Q4 ADDED 6,219 +4,263 +217.9% 0.15% $1.0M $164.56
2023 Q4 REDUCED 1,956 -609 -23.7% 0.04% $206K $102.86
2023 Q3 REDUCED 2,565 -1,097 -30.0% 0.06% $272K $102.96
2023 Q2 REDUCED 3,662 -35,833 -90.7% 0.09% $436K $115.36
2019 Q4 REDUCED 39,495 -228 -0.6% 0.67% $2.1M $48.43
2019 Q3 ADDED 39,723 +1,052 +2.7% 0.75% $2.2M $50.09
2019 Q2 ADDED 38,671 +2,257 +6.2% 0.77% $2.2M $51.64
2019 Q1 ADDED 36,414 +1,200 +3.4% 0.72% $2.0M $48.47
2018 Q4 ADDED 35,214 +1,874 +5.6% 0.80% $1.6M $40.58
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ORCL price (monthly, adj. close)
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