AWM
Arista Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
4,651
+376
| +9% | +$82.2K | 0.14% | 94 |
|
|
2025
Q1 | $598K | Sell |
4,275
-10
| -0.2% | -$1.4K | 0.14% | 36 |
|
|
2024
Q4 | $714K | Hold |
4,285
| – | – | 0.17% | 30 |
|
|
2024
Q3 | $730K | Buy |
4,285
+10
| +0.2% | +$1.7K | 0.18% | 29 |
|
|
2024
Q2 | $604K | Buy |
+4,275
| New | +$604K | 0.16% | 33 |
|
|
2024
Q1 | – | Sell |
-4,275
| Closed | -$451K | – | 48 |
|
|
2023
Q4 | $451K | Hold |
4,275
| – | – | 0.17% | 30 |
|
|
2023
Q3 | $453K | Hold |
4,275
| – | – | 0.18% | 32 |
|
|
2023
Q2 | $509K | Hold |
4,275
| – | – | 0.21% | 33 |
|
|
2023
Q1 | $397K | Sell |
4,275
-85
| -2% | -$7.9K | 0.22% | 39 |
|
|
2022
Q4 | $356K | Buy |
+4,360
| New | +$356K | 0.23% | 41 |
|