CWAG
Compton Wealth Advisory Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Hold |
16,080
| – | – | 0.89% | 26 |
|
|
2025
Q1 | $2.25M | Sell |
16,080
-3,302
| -17% | -$462K | 0.62% | 33 |
|
|
2024
Q4 | $3.23M | Hold |
19,382
| – | – | 0.83% | 29 |
|
|
2024
Q3 | $3.3M | Hold |
19,382
| – | – | 0.83% | 28 |
|
|
2024
Q2 | $2.74M | Hold |
19,382
| – | – | 0.73% | 31 |
|
|
2024
Q1 | $2.43M | Hold |
19,382
| – | – | 0.67% | 33 |
|
|
2023
Q4 | $2.04M | Hold |
19,382
| – | – | 0.64% | 31 |
|
|
2023
Q3 | $2.05M | Sell |
19,382
-165
| -0.8% | -$17.5K | 0.7% | 29 |
|
|
2023
Q2 | $2.33M | Hold |
19,547
| – | – | 0.78% | 26 |
|
|
2023
Q1 | $1.82M | Sell |
19,547
-790
| -4% | -$73.4K | 0.63% | 34 |
|
|
2022
Q4 | $1.66M | Hold |
20,337
| – | – | 0.65% | 35 |
|
|
2022
Q3 | $1.24M | Sell |
20,337
-5,746
| -22% | -$351K | 0.53% | 39 |
|
|
2022
Q2 | $1.82M | Sell |
26,083
-7,490
| -22% | -$523K | 0.78% | 29 |
|
|
2022
Q1 | $2.78M | Buy |
+33,573
| New | +$2.78M | 1.07% | 22 |
|