CWA
Consilio Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Buy |
3,282
+112
| +4% | +$23.6K | 0.25% | 36 |
|
|
2025
Q1 | $443K | Sell |
3,170
-242
| -7% | -$33.8K | 0.19% | 40 |
|
|
2024
Q4 | $569K | Buy |
3,412
+35
| +1% | +$5.83K | 0.23% | 35 |
|
|
2024
Q3 | $575K | Buy |
3,377
+294
| +10% | +$50.1K | 0.24% | 36 |
|
|
2024
Q2 | $435K | Buy |
3,083
+140
| +5% | +$19.7K | 0.19% | 38 |
|
|
2024
Q1 | $370K | Buy |
+2,943
| New | +$370K | 0.17% | 39 |
|