CWS Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $416K | Buy |
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|
2025
Q2 | $323K | Sell |
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|
2025
Q1 | $238K | Buy |
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|
2024
Q4 | $201K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $475K | Sell |
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|
2023
Q2 | $564K | Sell |
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|
2023
Q1 | $581K | Buy |
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|
2022
Q4 | $399K | Sell |
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|
2022
Q3 | $369K | Buy |
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|
2022
Q2 | $421K | Buy |
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|
2022
Q1 | $496K | Sell |
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|
2021
Q4 | $523K | Buy |
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|
2021
Q2 | $442K | Hold |
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|
2021
Q1 | $399K | Hold |
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|
2020
Q4 | $368K | Sell |
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|
2020
Q3 | $340K | Hold |
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|
2020
Q2 | $315K | Buy |
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