AWM
Avior Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.7M | Buy |
53,648
+2,485
| +5% | +$543K | 0.41% | 51 |
|
|
2025
Q1 | $7.15M | Sell |
51,163
-6,630
| -11% | -$927K | 0.27% | 69 |
|
|
2024
Q4 | $9.63M | Sell |
57,793
-6,821
| -11% | -$1.14M | 0.35% | 61 |
|
|
2024
Q3 | $11M | Sell |
64,614
-1,465
| -2% | -$250K | 0.44% | 47 |
|
|
2024
Q2 | $9.33M | Sell |
66,079
-1,702
| -3% | -$240K | 0.4% | 52 |
|
|
2024
Q1 | $8.51M | Buy |
67,781
+4,962
| +8% | +$623K | 0.4% | 51 |
|
|
2023
Q4 | $6.62M | Buy |
62,819
+202
| +0.3% | +$21.3K | 0.4% | 55 |
|
|
2023
Q3 | $6.63M | Sell |
62,617
-57
| -0.1% | -$6.04K | 0.45% | 50 |
|
|
2023
Q2 | $7.46M | Sell |
62,674
-104
| -0.2% | -$12.4K | 0.49% | 48 |
|
|
2023
Q1 | $5.83M | Buy |
62,778
+4,960
| +9% | +$461K | 0.4% | 54 |
|
|
2022
Q4 | $4.73M | Sell |
57,818
-8
| -0% | -$654 | 0.36% | 65 |
|
|
2022
Q3 | $3.53M | Buy |
57,826
+313
| +0.5% | +$19.1K | 0.29% | 68 |
|
|
2022
Q2 | $4.02M | Sell |
57,513
-2,118
| -4% | -$148K | 0.41% | 52 |
|
|
2022
Q1 | $4.93M | Sell |
59,631
-2,167
| -4% | -$179K | 0.43% | 52 |
|
|
2021
Q4 | $5.39M | Buy |
61,798
+3,871
| +7% | +$338K | 0.45% | 48 |
|
|
2021
Q3 | $5.05M | Buy |
57,927
+1,239
| +2% | +$108K | 0.42% | 51 |
|
|
2021
Q2 | $4.41M | Sell |
56,688
-3,488
| -6% | -$271K | 0.44% | 52 |
|
|
2021
Q1 | $4.22M | Buy |
60,176
+667
| +1% | +$46.8K | 0.45% | 51 |
|
|
2020
Q4 | $3.85M | Sell |
59,509
-2,377
| -4% | -$154K | 0.47% | 49 |
|
|
2020
Q3 | $3.69M | Buy |
61,886
+9,090
| +17% | +$543K | 0.53% | 42 |
|
|
2020
Q2 | $2.92M | Buy |
52,796
+252
| +0.5% | +$13.9K | 0.46% | 51 |
|
|
2020
Q1 | $2.54M | Buy |
52,544
+101
| +0.2% | +$4.88K | 0.5% | 50 |
|
|
2019
Q4 | $2.78M | Buy |
52,443
+1,841
| +4% | +$97.5K | 0.45% | 55 |
|
|
2019
Q3 | $2.78M | Sell |
50,602
-1,783
| -3% | -$98.1K | 0.49% | 51 |
|
|
2019
Q2 | $2.99M | Buy |
52,385
+3,228
| +7% | +$184K | 0.54% | 50 |
|
|
2019
Q1 | $2.62M | Buy |
49,157
+4,111
| +9% | +$219K | 0.56% | 43 |
|
|
2018
Q4 | $2.04M | Sell |
45,046
-2,539
| -5% | -$115K | 0.49% | 51 |
|
|
2018
Q3 | $2.45M | Sell |
47,585
-6,944
| -13% | -$357K | 0.52% | 47 |
|
|
2018
Q2 | $2.41M | Sell |
54,529
-2,827
| -5% | -$125K | 0.54% | 44 |
|
|
2018
Q1 | $2.63M | Sell |
57,356
-6,017
| -9% | -$276K | 0.61% | 42 |
|
|
2017
Q4 | $3M | Buy |
63,373
+33,721
| +114% | +$1.6M | 0.67% | 34 |
|
|
2017
Q3 | $1.42M | Buy |
29,652
+1,570
| +6% | +$74.9K | 0.47% | 71 |
|
|
2017
Q2 | $1.39M | Sell |
28,082
-4,770
| -15% | -$235K | 0.57% | 61 |
|
|
2017
Q1 | $1.46M | Buy |
32,852
+2,608
| +9% | +$116K | 0.49% | 69 |
|
|
2016
Q4 | $1.18M | Buy |
30,244
+75
| +0.2% | +$2.92K | 0.44% | 83 |
|
|
2016
Q3 | $1.19M | Buy |
30,169
+3,305
| +12% | +$131K | 0.47% | 79 |
|
|
2016
Q2 | $1.1M | Buy |
26,864
+610
| +2% | +$24.9K | 0.47% | 77 |
|
|
2016
Q1 | $1.07M | Buy |
26,254
+1,712
| +7% | +$70K | 0.48% | 74 |
|
|
2015
Q4 | $897K | Buy |
24,542
+1,315
| +6% | +$48.1K | 0.49% | 71 |
|
|
2015
Q3 | $842K | Buy |
23,227
+22,852
| +6,094% | +$828K | 0.49% | 68 |
|
|
2015
Q2 | $16K | Sell |
375
-600
| -62% | -$25.6K | 0.01% | 232 |
|
|
2015
Q1 | $42K | Buy |
975
+375
| +63% | +$16.2K | 0.03% | 148 |
|
|
2014
Q4 | $27K | Hold |
600
| – | – | 0.02% | 173 |
|
|
2014
Q3 | $23K | Hold |
600
| – | – | 0.02% | 181 |
|
|
2014
Q2 | $24K | Buy |
+600
| New | +$24K | 0.02% | 181 |
|