AWA
Aletheian Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Buy |
1,897
+33
| +2% | +$7.22K | 0.2% | 63 |
|
|
2025
Q1 | $261K | Buy |
1,864
+96
| +5% | +$13.4K | 0.15% | 75 |
|
|
2024
Q4 | $295K | Buy |
1,768
+131
| +8% | +$21.8K | 0.17% | 66 |
|
|
2024
Q3 | $279K | Sell |
1,637
-8,906
| -84% | -$1.52M | 0.16% | 67 |
|
|
2024
Q2 | $1.49M | Buy |
10,543
+220
| +2% | +$31.1K | 0.78% | 30 |
|
|
2024
Q1 | $1.3M | Buy |
+10,323
| New | +$1.3M | 0.7% | 33 |
|
|
2023
Q4 | – | Sell |
-6,089
| Closed | -$645K | – | 77 |
|
|
2023
Q3 | $645K | Hold |
6,089
| – | – | 0.49% | 49 |
|
|
2023
Q2 | $725K | Buy |
+6,089
| New | +$725K | 0.5% | 52 |
|
|
2023
Q1 | – | Sell |
-4,422
| Closed | -$361K | – | 76 |
|
|
2022
Q4 | $361K | Buy |
+4,422
| New | +$361K | 0.31% | 62 |
|