AWM
Activest Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Sell |
582
-759
| -57% | -$166K | 0.03% | 127 |
|
|
2025
Q1 | $188K | Buy |
1,341
+1,019
| +316% | +$142K | 0.05% | 101 |
|
|
2024
Q4 | $53.7K | Buy |
322
+10
| +3% | +$1.67K | 0.02% | 165 |
|
|
2024
Q3 | $53.2K | Buy |
312
+56
| +22% | +$9.55K | 0.02% | 167 |
|
|
2024
Q2 | $36.1K | Buy |
256
+215
| +524% | +$30.4K | 0.01% | 201 |
|
|
2024
Q1 | $5.15K | Buy |
+41
| New | +$5.15K | ﹤0.01% | 254 |
|
|
2023
Q4 | – | Sell |
-85
| Closed | -$9K | – | 459 |
|
|
2023
Q3 | $9K | Buy |
+85
| New | +$9K | 0.01% | 183 |
|
|
2023
Q1 | – | Sell |
-510
| Closed | -$41.7K | – | 471 |
|
|
2022
Q4 | $41.7K | Buy |
510
+2
| +0.4% | +$163 | 0.01% | 196 |
|
|
2022
Q3 | $31K | Buy |
508
+1
| +0.2% | +$61 | 0.01% | 210 |
|
|
2022
Q2 | $35K | Buy |
507
+2
| +0.4% | +$138 | 0.02% | 113 |
|
|
2022
Q1 | $42K | Sell |
505
-334
| -40% | -$27.8K | 0.03% | 111 |
|
|
2021
Q4 | $73K | Buy |
839
+1
| +0.1% | +$87 | 0.05% | 93 |
|
|
2021
Q3 | $73K | Buy |
838
+2
| +0.2% | +$174 | 0.05% | 98 |
|
|
2021
Q2 | $65K | Buy |
836
+1
| +0.1% | +$78 | 0.05% | 89 |
|
|
2021
Q1 | $59K | Buy |
+835
| New | +$59K | 0.05% | 91 |
|