CPWA
Cerro Pacific Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
12,622
+1,125
| +10% | +$246K | 0.77% | 31 |
|
|
2025
Q1 | $1.92M | Sell |
11,497
-3
| -0% | -$500 | 0.62% | 45 |
|
|
2024
Q4 | $1.96M | Buy |
11,500
+109
| +1% | +$18.6K | 0.65% | 45 |
|
|
2024
Q3 | $1.61M | Hold |
11,391
| – | – | 0.61% | 48 |
|
|
2024
Q2 | $1.61M | Buy |
+11,391
| New | +$1.61M | 0.62% | 49 |
|
|
2023
Q1 | $900K | Buy |
9,687
+146
| +2% | +$13.6K | 0.5% | 55 |
|
|
2022
Q4 | $780K | Buy |
9,541
+534
| +6% | +$43.6K | 0.41% | 64 |
|
|
2022
Q3 | $550K | Buy |
9,007
+222
| +3% | +$13.6K | 0.33% | 77 |
|
|
2022
Q2 | $614K | Buy |
8,785
+22
| +0.3% | +$1.54K | 0.38% | 69 |
|
|
2022
Q1 | $725K | Buy |
8,763
+20
| +0.2% | +$1.66K | 0.44% | 71 |
|
|
2021
Q4 | $762K | Buy |
8,743
+18
| +0.2% | +$1.57K | 0.48% | 66 |
|
|
2021
Q3 | $760K | Buy |
8,725
+2
| +0% | +$174 | 0.55% | 55 |
|
|
2021
Q2 | $679K | Buy |
+8,723
| New | +$679K | 0.5% | 62 |
|
|
2020
Q4 | $595K | Buy |
+9,191
| New | +$595K | 0.36% | 72 |
|