DWA
Delos Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Hold |
2,500
| – | – | 0.43% | 38 |
|
|
2025
Q1 | $350K | Hold |
2,500
| – | – | 0.28% | 46 |
|
|
2024
Q4 | $417K | Hold |
2,500
| – | – | 0.33% | 39 |
|
|
2024
Q3 | $426K | Sell |
2,500
-98
| -4% | -$16.7K | 0.37% | 43 |
|
|
2024
Q2 | $367K | Buy |
2,598
+2,500
| +2,551% | +$353K | 0.35% | 44 |
|
|
2024
Q1 | $12.3K | Buy |
+98
| New | +$12.3K | 0.01% | 110 |
|
|
2023
Q4 | – | Sell |
-590
| Closed | -$71K | – | 370 |
|
|
2023
Q3 | $71K | Hold |
590
| – | – | 0.09% | 58 |
|
|
2023
Q2 | $70.3K | Hold |
590
| – | – | 0.09% | 57 |
|
|
2023
Q1 | $54.8K | Hold |
590
| – | – | 0.07% | 60 |
|
|
2022
Q4 | $48.2K | Hold |
590
| – | – | 0.07% | 60 |
|
|
2022
Q3 | $36K | Hold |
590
| – | – | 0.04% | 64 |
|
|
2022
Q2 | $41K | Hold |
590
| – | – | 0.05% | 63 |
|
|
2022
Q1 | $49K | Sell |
590
-165
| -22% | -$13.7K | 0.05% | 75 |
|
|
2021
Q4 | $66K | Buy |
+755
| New | +$66K | 0.06% | 63 |
|