AWA
Aaron Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.72M | Buy |
17,023
+512
| +3% | +$112K | 0.38% | 40 |
|
|
2025
Q1 | $2.31M | Buy |
16,511
+176
| +1% | +$24.6K | 0.26% | 59 |
|
|
2024
Q4 | $2.72M | Sell |
16,335
-937
| -5% | -$156K | 0.32% | 48 |
|
|
2024
Q3 | $2.94M | Buy |
17,272
+1,160
| +7% | +$198K | 0.35% | 41 |
|
|
2024
Q2 | $2.28M | Sell |
16,112
-27
| -0.2% | -$3.81K | 0.32% | 48 |
|
|
2024
Q1 | $2.03M | Buy |
16,139
+1,746
| +12% | +$219K | 0.29% | 49 |
|
|
2023
Q4 | $1.52M | Sell |
14,393
-19,813
| -58% | -$2.09M | 0.25% | 53 |
|
|
2023
Q3 | $3.62M | Sell |
34,206
-102
| -0.3% | -$10.8K | 0.47% | 35 |
|
|
2023
Q2 | $4.09M | Buy |
34,308
+416
| +1% | +$49.5K | 0.53% | 36 |
|
|
2023
Q1 | $3.15M | Buy |
33,892
+515
| +2% | +$47.9K | 0.43% | 42 |
|
|
2022
Q4 | $2.73M | Buy |
33,377
+4,385
| +15% | +$358K | 0.4% | 47 |
|
|
2022
Q3 | $1.77M | Buy |
28,992
+256
| +0.9% | +$15.6K | 0.33% | 58 |
|
|
2022
Q2 | $2.01M | Sell |
28,736
-2,352,729
| -99% | -$164M | 0.5% | 40 |
|
|
2022
Q1 | $28.8M | Buy |
2,381,465
+2,372,503
| +26,473% | +$28.7M | 0.4% | 32 |
|
|
2021
Q4 | $781K | Buy |
8,962
+612
| +7% | +$53.3K | 0.22% | 66 |
|
|
2021
Q3 | $727K | Buy |
8,350
+36
| +0.4% | +$3.13K | 0.21% | 63 |
|
|
2021
Q2 | $647K | Sell |
8,314
-427
| -5% | -$33.2K | 0.21% | 70 |
|
|
2021
Q1 | $613K | Buy |
8,741
+5,484
| +168% | +$385K | 0.23% | 70 |
|
|
2020
Q4 | $210K | Buy |
+3,257
| New | +$210K | 0.08% | 125 |
|