BWA
BlueSky Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $833K | Sell |
3,810
-550
| -13% | -$120K | 0.12% | 45 |
|
|
2025
Q1 | $610K | Hold |
4,360
| – | – | 0.09% | 52 |
|
|
2024
Q4 | $727K | Hold |
4,360
| – | – | 0.11% | 48 |
|
|
2024
Q3 | $743K | Hold |
4,360
| – | – | 0.12% | 48 |
|
|
2024
Q2 | $616K | Buy |
+4,360
| New | +$616K | 0.1% | 50 |
|
|
2024
Q1 | – | Sell |
-2,079
| Closed | -$219K | – | 45 |
|
|
2023
Q4 | $219K | Hold |
2,079
| – | – | 0.04% | 66 |
|
|
2023
Q3 | $220K | Sell |
2,079
-87
| -4% | -$9.22K | 0.05% | 64 |
|
|
2023
Q2 | $258K | Hold |
2,166
| – | – | 0.05% | 65 |
|
|
2023
Q1 | $201K | Buy |
+2,166
| New | +$201K | 0.04% | 67 |
|
|
2022
Q1 | – | Sell |
-2,525
| Closed | -$220K | – | 69 |
|
|
2021
Q4 | $220K | Hold |
2,525
| – | – | 0.04% | 67 |
|
|
2021
Q3 | $220K | Hold |
2,525
| – | – | 0.04% | 63 |
|
|
2021
Q2 | $222K | Buy |
+2,525
| New | +$222K | 0.04% | 62 |
|