AWAU
Alliance Wealth Advisors (Utah)’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.46M | Sell |
43,281
-3,076
| -7% | -$673K | 2.27% | 4 |
|
|
2025
Q1 | $6.48M | Buy |
46,357
+3,710
| +9% | +$519K | 1.69% | 7 |
|
|
2024
Q4 | $7.11M | Buy |
42,647
+9,475
| +29% | +$1.58M | 1.83% | 4 |
|
|
2024
Q3 | $5.65M | Buy |
33,172
+24,580
| +286% | +$4.19M | 1.49% | 10 |
|
|
2024
Q2 | $1.21M | Buy |
8,592
+373
| +5% | +$52.7K | 0.36% | 72 |
|
|
2024
Q1 | $1.03M | Buy |
8,219
+443
| +6% | +$55.6K | 0.31% | 82 |
|
|
2023
Q4 | $820K | Buy |
7,776
+299
| +4% | +$31.5K | 0.28% | 88 |
|
|
2023
Q3 | $792K | Buy |
7,477
+210
| +3% | +$22.2K | 0.29% | 80 |
|
|
2023
Q2 | $865K | Sell |
7,267
-1,524
| -17% | -$181K | 0.32% | 75 |
|
|
2023
Q1 | $817K | Sell |
8,791
-4,267
| -33% | -$396K | 0.33% | 72 |
|
|
2022
Q4 | $1.07M | Buy |
+13,058
| New | +$1.07M | 0.48% | 61 |
|