AWA
Alta Wealth Advisors’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $835K | Buy |
3,819
+5
| +0.1% | +$1.09K | 0.39% | 44 |
|
2025
Q1 | $533K | Buy |
3,814
+19
| +0.5% | +$2.66K | 0.24% | 76 |
|
2024
Q4 | $632K | Buy |
3,795
+11
| +0.3% | +$1.83K | 0.28% | 71 |
|
2024
Q3 | $645K | Buy |
3,784
+1,203
| +47% | +$205K | 0.29% | 72 |
|
2024
Q2 | $364K | Buy |
2,581
+4
| +0.2% | +$565 | 0.18% | 96 |
|
2024
Q1 | $324K | Buy |
2,577
+4
| +0.2% | +$502 | 0.16% | 103 |
|
2023
Q4 | $271K | Buy |
2,573
+5
| +0.2% | +$527 | 0.15% | 110 |
|
2023
Q3 | $272K | Buy |
+2,568
| New | +$272K | 0.17% | 116 |
|