EWA
Etesian Wealth Advisors’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.03M | Sell |
9,293
-120
| -1% | -$26.2K | 0.76% | 35 |
|
2025
Q1 | $1.32M | Sell |
9,413
-57
| -0.6% | -$7.97K | 0.57% | 54 |
|
2024
Q4 | $1.58M | Sell |
9,470
-408
| -4% | -$68K | 0.7% | 38 |
|
2024
Q3 | $1.68M | Buy |
9,878
+11
| +0.1% | +$1.87K | 0.76% | 36 |
|
2024
Q2 | $1.39M | Buy |
9,867
+52
| +0.5% | +$7.34K | 0.78% | 37 |
|
2024
Q1 | $1.23M | Sell |
9,815
-186
| -2% | -$23.4K | 0.71% | 53 |
|
2023
Q4 | $1.06M | Buy |
10,001
+251
| +3% | +$26.7K | 0.64% | 54 |
|
2023
Q3 | $1.03M | Sell |
9,750
-457
| -4% | -$48.4K | 0.7% | 49 |
|
2023
Q2 | $1.22M | Buy |
10,207
+95
| +0.9% | +$11.3K | 0.79% | 45 |
|
2023
Q1 | $940K | Sell |
10,112
-410
| -4% | -$38.1K | 0.63% | 54 |
|
2022
Q4 | $860K | Buy |
+10,522
| New | +$860K | 0.63% | 56 |
|