CWA
Carolina Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8K | Hold |
127
| – | – | 0.01% | 111 |
|
|
2025
Q1 | $17.8K | Hold |
127
| – | – | 0.01% | 117 |
|
|
2024
Q4 | $21.2K | Hold |
127
| – | – | 0.01% | 122 |
|
|
2024
Q3 | $21.6K | Buy |
127
+87
| +218% | +$14.8K | 0.01% | 143 |
|
|
2024
Q2 | $5.65K | Hold |
40
| – | – | ﹤0.01% | 164 |
|
|
2024
Q1 | $5.02K | Hold |
40
| – | – | ﹤0.01% | 174 |
|
|
2023
Q4 | $4.22K | Hold |
40
| – | – | ﹤0.01% | 190 |
|
|
2023
Q3 | $4.24K | Hold |
40
| – | – | ﹤0.01% | 197 |
|
|
2023
Q2 | $4.76K | Hold |
40
| – | – | ﹤0.01% | 185 |
|
|
2023
Q1 | $3.72K | Hold |
40
| – | – | ﹤0.01% | 192 |
|
|
2022
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 196 |
|
|
2022
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 214 |
|
|
2022
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 224 |
|
|
2022
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 239 |
|
|
2021
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 237 |
|
|
2021
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 231 |
|
|
2021
Q2 | $3K | Sell |
40
-133
| -77% | -$9.98K | ﹤0.01% | 253 |
|
|
2021
Q1 | $12K | Buy |
173
+133
| +333% | +$9.23K | 0.01% | 196 |
|
|
2020
Q4 | $3K | Sell |
40
-59
| -60% | -$4.43K | ﹤0.01% | 206 |
|
|
2020
Q3 | $6K | Buy |
+99
| New | +$6K | 0.01% | 163 |
|