CWA
Core Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
+949
| New | +$207K | 0.06% | 73 |
|
|
2024
Q2 | – | Sell |
-750
| Closed | -$94.2K | – | 184 |
|
|
2024
Q1 | $94.2K | Hold |
750
| – | – | 0.03% | 76 |
|
|
2023
Q4 | $79.1K | Hold |
750
| – | – | 0.03% | 75 |
|
|
2023
Q3 | $79.4K | Hold |
750
| – | – | 0.03% | 67 |
|
|
2023
Q2 | $89.3K | Hold |
750
| – | – | 0.04% | 68 |
|
|
2023
Q1 | $69.7K | Hold |
750
| – | – | 0.03% | 74 |
|
|
2022
Q4 | $61.3K | Hold |
750
| – | – | 0.03% | 76 |
|
|
2022
Q3 | $46K | Hold |
750
| – | – | 0.03% | 69 |
|
|
2022
Q2 | $52K | Hold |
750
| – | – | 0.03% | 68 |
|
|
2022
Q1 | $62K | Hold |
750
| – | – | 0.03% | 67 |
|
|
2021
Q4 | $65K | Hold |
750
| – | – | 0.04% | 72 |
|
|
2021
Q3 | $65K | Hold |
750
| – | – | 0.04% | 73 |
|
|
2021
Q2 | $58K | Sell |
750
-36
| -5% | -$2.78K | 0.04% | 66 |
|
|
2021
Q1 | $55K | Buy |
786
+36
| +5% | +$2.52K | 0.05% | 58 |
|
|
2020
Q4 | $49K | Hold |
750
| – | – | 0.04% | 53 |
|
|
2020
Q3 | $45K | Hold |
750
| – | – | 0.04% | 53 |
|
|
2020
Q2 | $41K | Sell |
750
-126
| -14% | -$6.89K | 0.04% | 58 |
|
|
2020
Q1 | $42K | Buy |
876
+126
| +17% | +$6.04K | 0.03% | 56 |
|
|
2019
Q4 | $40K | Buy |
+750
| New | +$40K | 0.02% | 62 |
|