AWA
Adapt Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Hold |
1,861
| – | – | 0.18% | 43 |
|
|
2025
Q1 | $260K | Hold |
1,861
| – | – | 0.13% | 53 |
|
|
2024
Q4 | $310K | Hold |
1,861
| – | – | 0.15% | 58 |
|
|
2024
Q3 | $317K | Hold |
1,861
| – | – | 0.17% | 53 |
|
|
2024
Q2 | $263K | Sell |
1,861
-695
| -27% | -$98.1K | 0.16% | 56 |
|
|
2024
Q1 | $321K | Buy |
+2,556
| New | +$321K | 0.23% | 40 |
|