AWM
Avondale Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184K | Hold |
840
| – | – | 0.1% | 57 |
|
|
2025
Q1 | $117K | Buy |
840
+540
| +180% | +$75.5K | 0.07% | 59 |
|
|
2024
Q4 | $50K | Hold |
300
| – | – | 0.03% | 87 |
|
|
2024
Q3 | $51.1K | Buy |
+300
| New | +$51.1K | 0.03% | 88 |
|
|
2019
Q2 | – | Sell |
-300
| Closed | -$16K | – | 116 |
|
|
2019
Q1 | $16K | Hold |
300
| – | – | 0.01% | 85 |
|
|
2018
Q4 | $14K | Hold |
300
| – | – | 0.01% | 85 |
|
|
2018
Q3 | $15K | Hold |
300
| – | – | 0.01% | 79 |
|
|
2018
Q2 | $13K | Hold |
300
| – | – | 0.01% | 81 |
|
|
2018
Q1 | $13K | Hold |
300
| – | – | 0.01% | 83 |
|
|
2017
Q4 | $14K | Buy |
+300
| New | +$14K | 0.01% | 84 |
|