AWA
Acorn Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
+1,398
| New | +$306K | 0.11% | 176 |
|
|
2025
Q1 | – | Sell |
-1,432
| Closed | -$239K | – | 238 |
|
|
2024
Q4 | $239K | Buy |
1,432
+1
| +0.1% | +$167 | 0.1% | 203 |
|
|
2024
Q3 | $244K | Buy |
+1,431
| New | +$244K | 0.1% | 197 |
|
|
2018
Q2 | – | Sell |
-199
| Closed | -$9K | – | 712 |
|
|
2018
Q1 | $9K | Hold |
199
| – | – | 0.01% | 527 |
|
|
2017
Q4 | $10K | Buy |
+199
| New | +$10K | 0.01% | 487 |
|