CWA
Clarus Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
1,459
-444
| -23% | -$104K | 0.16% | 66 |
|
|
2025
Q1 | $264K | Buy |
+1,903
| New | +$264K | 0.14% | 74 |
|
|
2020
Q3 | – | Sell |
-3,784
| Closed | -$213K | – | 133 |
|
|
2020
Q2 | $213K | Buy |
+3,784
| New | +$213K | 0.18% | 117 |
|
|
2019
Q3 | – | Sell |
-4,173
| Closed | -$238K | – | 429 |
|
|
2019
Q2 | $238K | Buy |
+4,173
| New | +$238K | 0.17% | 93 |
|