AWAG
ARS Wealth Advisors Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Sell |
2,295
-170
| -7% | -$37.2K | 0.06% | 104 |
|
|
2025
Q1 | $345K | Buy |
2,465
+341
| +16% | +$47.7K | 0.05% | 109 |
|
|
2024
Q4 | $354K | Buy |
2,124
+83
| +4% | +$13.8K | 0.05% | 108 |
|
|
2024
Q3 | $348K | Sell |
2,041
-53
| -3% | -$9.03K | 0.04% | 121 |
|
|
2024
Q2 | $296K | Buy |
2,094
+2
| +0.1% | +$282 | 0.04% | 128 |
|
|
2024
Q1 | $263K | Sell |
2,092
-182
| -8% | -$22.9K | 0.04% | 140 |
|
|
2023
Q4 | $240K | Sell |
2,274
-198
| -8% | -$20.9K | 0.04% | 136 |
|
|
2023
Q3 | $262K | Sell |
2,472
-355
| -13% | -$37.6K | 0.04% | 124 |
|
|
2023
Q2 | $337K | Buy |
+2,827
| New | +$337K | 0.05% | 106 |
|
|
2022
Q2 | – | Sell |
-2,925
| Closed | -$242K | – | 159 |
|
|
2022
Q1 | $242K | Sell |
2,925
-159
| -5% | -$13.2K | 0.04% | 115 |
|
|
2021
Q4 | $269K | Buy |
3,084
+600
| +24% | +$52.3K | 0.05% | 117 |
|
|
2021
Q3 | $216K | Buy |
+2,484
| New | +$216K | 0.04% | 124 |
|