Atria Wealth Solutions’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.28M | Sell |
19,296
-52,584
| -73% | -$11.7M | 0.1% | 242 |
|
|
2025
Q1 | $10M | Sell |
71,880
-2,263
| -3% | -$316K | 0.12% | 180 |
|
|
2024
Q4 | $12.4M | Sell |
74,143
-1,997
| -3% | -$333K | 0.14% | 160 |
|
|
2024
Q3 | $13M | Sell |
76,140
-2,368
| -3% | -$404K | 0.14% | 158 |
|
|
2024
Q2 | $11.1M | Sell |
78,508
-7,102
| -8% | -$1M | 0.12% | 172 |
|
|
2024
Q1 | $10.8M | Buy |
85,610
+13,044
| +18% | +$1.64M | 0.12% | 181 |
|
|
2023
Q4 | $7.65M | Buy |
72,566
+2,815
| +4% | +$297K | 0.1% | 214 |
|
|
2023
Q3 | $7.39M | Buy |
69,751
+12,751
| +22% | +$1.35M | 0.1% | 203 |
|
|
2023
Q2 | $6.79M | Buy |
57,000
+5,404
| +10% | +$644K | 0.09% | 216 |
|
|
2023
Q1 | $4.79M | Sell |
51,596
-5,088
| -9% | -$473K | 0.07% | 276 |
|
|
2022
Q4 | $4.63M | Sell |
56,684
-363
| -0.6% | -$29.7K | 0.07% | 268 |
|
|
2022
Q3 | $3.48M | Buy |
57,047
+4,122
| +8% | +$252K | 0.06% | 313 |
|
|
2022
Q2 | $3.7M | Buy |
52,925
+16,522
| +45% | +$1.15M | 0.07% | 279 |
|
|
2022
Q1 | $3.01M | Buy |
+36,403
| New | +$3.01M | 0.05% | 372 |
|