CIA
Compass Ion Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
1,882
-64
| -3% | -$14K | 0.04% | 187 |
|
|
2025
Q1 | $272K | Sell |
1,946
-43
| -2% | -$6.01K | 0.03% | 218 |
|
|
2024
Q4 | $331K | Sell |
1,989
-467
| -19% | -$77.8K | 0.04% | 202 |
|
|
2024
Q3 | $419K | Sell |
2,456
-6
| -0.2% | -$1.02K | 0.05% | 179 |
|
|
2024
Q2 | $309K | Hold |
2,462
| – | – | 0.04% | 187 |
|
|
2024
Q1 | $309K | Sell |
2,462
-6
| -0.2% | -$754 | 0.04% | 187 |
|
|
2023
Q4 | $260K | Buy |
2,468
+531
| +27% | +$56K | 0.04% | 201 |
|
|
2023
Q3 | $205K | Buy |
+1,937
| New | +$205K | 0.04% | 214 |
|