1WA
180 Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
8,155
-9
| -0.1% | -$1.97K | 0.25% | 104 |
|
|
2025
Q1 | $1.14M | Sell |
8,164
-158
| -2% | -$22.1K | 0.18% | 121 |
|
|
2024
Q4 | $1.39M | Sell |
8,322
-29
| -0.3% | -$4.83K | 0.22% | 104 |
|
|
2024
Q3 | $1.42M | Buy |
8,351
+50
| +0.6% | +$8.52K | 0.22% | 100 |
|
|
2024
Q2 | $1.19M | Buy |
8,301
+412
| +5% | +$58.8K | 0.19% | 108 |
|
|
2024
Q1 | $991K | Buy |
7,889
+15
| +0.2% | +$1.88K | 0.18% | 118 |
|
|
2023
Q4 | $819K | Buy |
7,874
+77
| +1% | +$8.01K | 0.16% | 127 |
|
|
2023
Q3 | $826K | Buy |
7,797
+10
| +0.1% | +$1.06K | 0.19% | 119 |
|
|
2023
Q2 | $912K | Sell |
7,787
-497
| -6% | -$58.2K | 0.2% | 117 |
|
|
2023
Q1 | $770K | Sell |
8,284
-114
| -1% | -$10.6K | 0.18% | 131 |
|
|
2022
Q4 | $754K | Sell |
8,398
-59
| -0.7% | -$5.3K | 0.18% | 123 |
|
|
2022
Q3 | $516K | Buy |
8,457
+94
| +1% | +$5.74K | 0.14% | 141 |
|
|
2022
Q2 | $593K | Buy |
8,363
+152
| +2% | +$10.8K | 0.15% | 131 |
|
|
2022
Q1 | $653K | Buy |
8,211
+636
| +8% | +$50.6K | 0.14% | 141 |
|
|
2021
Q4 | $623K | Sell |
7,575
-465
| -6% | -$38.2K | 0.14% | 147 |
|
|
2021
Q3 | $766K | Buy |
8,040
+496
| +7% | +$47.3K | 0.17% | 125 |
|
|
2021
Q2 | $676K | Buy |
7,544
+34
| +0.5% | +$3.05K | 0.15% | 134 |
|
|
2021
Q1 | $594K | Sell |
7,510
-1,543
| -17% | -$122K | 0.15% | 142 |
|
|
2020
Q4 | $555K | Sell |
9,053
-908
| -9% | -$55.7K | 0.16% | 132 |
|
|
2020
Q3 | $595K | Sell |
9,961
-374
| -4% | -$22.3K | 0.22% | 102 |
|
|
2020
Q2 | $567K | Sell |
10,335
-79
| -0.8% | -$4.33K | 0.23% | 101 |
|
|
2020
Q1 | $519K | Sell |
10,414
-844
| -7% | -$42.1K | 0.27% | 95 |
|
|
2019
Q4 | $617K | Buy |
11,258
+723
| +7% | +$39.6K | 0.25% | 108 |
|
|
2019
Q3 | $599K | Hold |
10,535
| – | – | 0.26% | 101 |
|
|
2019
Q2 | $589K | Sell |
10,535
-8,019
| -43% | -$448K | 0.27% | 112 |
|
|
2019
Q1 | $1M | Buy |
18,554
+164
| +0.9% | +$8.86K | 0.45% | 59 |
|
|
2018
Q4 | $948K | Hold |
18,390
| – | – | 0.44% | 63 |
|
|
2018
Q3 | $948K | Sell |
18,390
-4,933
| -21% | -$254K | 0.44% | 63 |
|
|
2018
Q2 | $1.03M | Buy |
23,323
+3,358
| +17% | +$148K | 0.51% | 56 |
|
|
2018
Q1 | $911K | Buy |
19,965
+3,738
| +23% | +$171K | 0.47% | 69 |
|
|
2017
Q4 | $767K | Buy |
+16,227
| New | +$767K | 0.39% | 80 |
|