FWP
FAS Wealth Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
5,220
+1,656
| +46% | +$362K | 0.08% | 146 |
|
|
2025
Q1 | $498K | Sell |
3,564
-128
| -3% | -$17.9K | 0.04% | 207 |
|
|
2024
Q4 | $615K | Sell |
3,692
-247
| -6% | -$41.2K | 0.05% | 187 |
|
|
2024
Q3 | $671K | Buy |
3,939
+3
| +0.1% | +$511 | 0.05% | 179 |
|
|
2024
Q2 | $556K | Buy |
3,936
+604
| +18% | +$85.3K | 0.05% | 195 |
|
|
2024
Q1 | $419K | Buy |
3,332
+5
| +0.2% | +$628 | 0.04% | 224 |
|
|
2023
Q4 | $351K | Buy |
3,327
+340
| +11% | +$35.9K | 0.03% | 232 |
|
|
2023
Q3 | $316K | Buy |
2,987
+1,029
| +53% | +$109K | 0.03% | 229 |
|
|
2023
Q2 | $233K | Buy |
+1,958
| New | +$233K | 0.03% | 239 |
|