FA
Fiducient Advisors’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.88M | Buy |
26,879
+21,600
| +409% | +$4.72M | 0.72% | 30 |
|
2025
Q1 | $738K | Sell |
5,279
-41
| -0.8% | -$5.73K | 0.09% | 83 |
|
2024
Q4 | $887K | Sell |
5,320
-145
| -3% | -$24.2K | 0.11% | 77 |
|
2024
Q3 | $931K | Sell |
5,465
-44
| -0.8% | -$7.5K | 0.11% | 72 |
|
2024
Q2 | $778K | Buy |
5,509
+664
| +14% | +$93.8K | 0.11% | 75 |
|
2024
Q1 | $609K | Sell |
4,845
-32
| -0.7% | -$4.02K | 0.12% | 74 |
|
2023
Q4 | $514K | Sell |
4,877
-2
| -0% | -$211 | 0.1% | 74 |
|
2023
Q3 | $517K | Buy |
+4,879
| New | +$517K | 0.03% | 67 |
|