ATWA
Arbor Trust Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Sell |
17,070
-700
| -4% | -$153K | 1.83% | 22 |
|
|
2025
Q1 | $2.48M | Buy |
17,770
+641
| +4% | +$89.6K | 1.17% | 30 |
|
|
2024
Q4 | $2.85M | Buy |
17,129
+7
| +0% | +$1.17K | 1.34% | 26 |
|
|
2024
Q3 | $2.42M | Hold |
17,122
| – | – | 1.27% | 26 |
|
|
2024
Q2 | $2.42M | Sell |
17,122
-129
| -0.7% | -$18.2K | 1.27% | 26 |
|
|
2024
Q1 | $2.11M | Sell |
17,251
-30
| -0.2% | -$3.67K | 1.16% | 29 |
|
|
2023
Q4 | $1.82M | Sell |
17,281
-50
| -0.3% | -$5.27K | 1.08% | 30 |
|
|
2023
Q3 | $1.84M | Sell |
17,331
-380
| -2% | -$40.3K | 1.21% | 31 |
|
|
2023
Q2 | $2.11M | Sell |
17,711
-1,030
| -5% | -$123K | 1.34% | 25 |
|
|
2023
Q1 | $1.74M | Buy |
18,741
+905
| +5% | +$84.1K | 1.14% | 29 |
|
|
2022
Q4 | $1.46M | Sell |
17,836
-84
| -0.5% | -$6.87K | 1.01% | 31 |
|
|
2022
Q3 | $1.1M | Sell |
17,920
-1,225
| -6% | -$74.9K | 0.83% | 34 |
|
|
2022
Q2 | $1.34M | Buy |
19,145
+1,770
| +10% | +$124K | 0.93% | 31 |
|
|
2022
Q1 | $1.44M | Sell |
17,375
-2,615
| -13% | -$216K | 0.86% | 30 |
|
|
2021
Q4 | $1.74M | Sell |
19,990
-70
| -0.3% | -$6.1K | 1% | 31 |
|
|
2021
Q3 | $1.75M | Sell |
20,060
-30
| -0.1% | -$2.61K | 1.09% | 30 |
|
|
2021
Q2 | $1.56M | Sell |
20,090
-200
| -1% | -$15.6K | 0.98% | 33 |
|
|
2021
Q1 | $1.43M | Sell |
20,290
-330
| -2% | -$23.3K | 0.96% | 34 |
|
|
2020
Q4 | $1.33M | Sell |
20,620
-315
| -2% | -$20.4K | 0.97% | 33 |
|
|
2020
Q3 | $1.25M | Sell |
20,935
-125
| -0.6% | -$7.46K | 1.08% | 32 |
|
|
2020
Q2 | $1.16M | Sell |
21,060
-575
| -3% | -$31.8K | 1.05% | 31 |
|
|
2020
Q1 | $1.05M | Sell |
21,635
-277
| -1% | -$13.4K | 1.11% | 31 |
|
|
2019
Q4 | $1.16M | Buy |
+21,912
| New | +$1.16M | 0.99% | 34 |
|