AW
Atlas Wealth’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Hold |
3,080
| – | – | 0.25% | 59 |
|
|
2025
Q1 | $431K | Buy |
3,080
+64
| +2% | +$8.95K | 0.17% | 62 |
|
|
2024
Q4 | $503K | Sell |
3,016
-166
| -5% | -$27.7K | 0.19% | 57 |
|
|
2024
Q3 | $542K | Sell |
3,182
-3,182
| -50% | -$542K | 0.23% | 52 |
|
|
2024
Q2 | $919K | Buy |
6,364
+3,182
| +100% | +$459K | 0.11% | 110 |
|
|
2024
Q1 | $400K | Hold |
3,182
| – | – | 0.2% | 57 |
|
|
2023
Q4 | $337K | Hold |
3,182
| – | – | 0.18% | 57 |
|
|
2023
Q3 | $337K | Hold |
3,182
| – | – | 0.06% | 134 |
|
|
2023
Q2 | $384K | Sell |
3,182
-60
| -2% | -$7.25K | 0.07% | 132 |
|
|
2023
Q1 | $301K | Sell |
3,242
-608
| -16% | -$56.5K | 0.06% | 147 |
|
|
2022
Q4 | $315K | Buy |
+3,850
| New | +$315K | 0.08% | 94 |
|