FMWA
Forvis Mazars Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
56,862
+3,938
| +7% | +$861K | 0.27% | 48 |
|
|
2025
Q1 | $7.4M | Buy |
52,924
+4,916
| +10% | +$687K | 0.18% | 70 |
|
|
2024
Q4 | $8M | Buy |
48,008
+3,023
| +7% | +$504K | 0.18% | 67 |
|
|
2024
Q3 | $7.67M | Buy |
44,985
+10,112
| +29% | +$1.72M | 0.18% | 73 |
|
|
2024
Q2 | $4.92M | Buy |
34,873
+5,180
| +17% | +$731K | 0.12% | 90 |
|
|
2024
Q1 | $3.73M | Sell |
29,693
-191
| -0.6% | -$24K | 0.09% | 108 |
|
|
2023
Q4 | $3.15M | Buy |
29,884
+343
| +1% | +$36.2K | 0.09% | 114 |
|
|
2023
Q3 | $3.13M | Buy |
29,541
+3,634
| +14% | +$385K | 0.09% | 112 |
|
|
2023
Q2 | $3.09M | Buy |
25,907
+14,180
| +121% | +$1.69M | 0.09% | 134 |
|
|
2023
Q1 | $1.09M | Sell |
11,727
-112
| -0.9% | -$10.4K | 0.04% | 193 |
|
|
2022
Q4 | $968K | Sell |
11,839
-252
| -2% | -$20.6K | 0.03% | 204 |
|
|
2022
Q3 | $739K | Sell |
12,091
-1,588
| -12% | -$97.1K | 0.03% | 222 |
|
|
2022
Q2 | $956K | Buy |
13,679
+1,415
| +12% | +$98.9K | 0.04% | 191 |
|
|
2022
Q1 | $1.02M | Buy |
12,264
+1,802
| +17% | +$149K | 0.04% | 144 |
|
|
2021
Q4 | $912K | Buy |
10,462
+859
| +9% | +$74.9K | 0.04% | 144 |
|
|
2021
Q3 | $837K | Sell |
9,603
-445
| -4% | -$38.8K | 0.04% | 142 |
|
|
2021
Q2 | $782K | Sell |
10,048
-1,871
| -16% | -$146K | 0.04% | 142 |
|
|
2021
Q1 | $836K | Sell |
11,919
-5,509
| -32% | -$386K | 0.04% | 139 |
|
|
2020
Q4 | $1.13M | Buy |
17,428
+1,147
| +7% | +$74.2K | 0.06% | 141 |
|
|
2020
Q3 | $972K | Sell |
16,281
-302
| -2% | -$18K | 0.06% | 139 |
|
|
2020
Q2 | $917K | Buy |
16,583
+531
| +3% | +$29.4K | 0.06% | 137 |
|
|
2020
Q1 | $776K | Sell |
16,052
-106
| -0.7% | -$5.12K | 0.06% | 130 |
|
|
2019
Q4 | $856K | Buy |
16,158
+1,572
| +11% | +$83.3K | 0.06% | 128 |
|
|
2019
Q3 | $803K | Buy |
14,586
+241
| +2% | +$13.3K | 0.06% | 121 |
|
|
2019
Q2 | $817K | Sell |
14,345
-1,492
| -9% | -$85K | 0.07% | 121 |
|
|
2019
Q1 | $851K | Buy |
15,837
+165
| +1% | +$8.87K | 0.07% | 116 |
|
|
2018
Q4 | $708K | Sell |
15,672
-1,710
| -10% | -$77.3K | 0.07% | 110 |
|
|
2018
Q3 | $896K | Buy |
17,382
+91
| +0.5% | +$4.69K | 0.08% | 105 |
|
|
2018
Q2 | $762K | Sell |
17,291
-422
| -2% | -$18.6K | 0.07% | 113 |
|
|
2018
Q1 | $810K | Buy |
17,713
+70
| +0.4% | +$3.2K | 0.08% | 113 |
|
|
2017
Q4 | $834K | Sell |
17,643
-1,181
| -6% | -$55.8K | 0.08% | 108 |
|
|
2017
Q3 | $910K | Sell |
18,824
-1,091
| -5% | -$52.7K | 0.1% | 97 |
|
|
2017
Q2 | $999K | Buy |
19,915
+1,472
| +8% | +$73.8K | 0.11% | 94 |
|
|
2017
Q1 | $823K | Sell |
18,443
-98
| -0.5% | -$4.37K | 0.1% | 90 |
|
|
2016
Q4 | $713K | Buy |
18,541
+635
| +4% | +$24.4K | 0.09% | 96 |
|
|
2016
Q3 | $703K | Buy |
17,906
+285
| +2% | +$11.2K | 0.1% | 95 |
|
|
2016
Q2 | $721K | Sell |
17,621
-1,499
| -8% | -$61.3K | 0.11% | 90 |
|
|
2016
Q1 | $782K | Sell |
19,120
-994
| -5% | -$40.7K | 0.12% | 89 |
|
|
2015
Q4 | $735K | Buy |
20,114
+1,126
| +6% | +$41.1K | 0.11% | 87 |
|
|
2015
Q3 | $686K | Buy |
18,988
+2,010
| +12% | +$72.6K | 0.12% | 84 |
|
|
2015
Q2 | $684K | Sell |
16,978
-2,861
| -14% | -$115K | 0.1% | 90 |
|
|
2015
Q1 | $856K | Buy |
19,839
+1,726
| +10% | +$74.5K | 0.12% | 86 |
|
|
2014
Q4 | $815K | Buy |
18,113
+3,409
| +23% | +$153K | 0.13% | 79 |
|
|
2014
Q3 | $563K | Sell |
14,704
-2,324
| -14% | -$89K | 0.1% | 87 |
|
|
2014
Q2 | $690K | Sell |
17,028
-2,220
| -12% | -$90K | 0.12% | 80 |
|
|
2014
Q1 | $787K | Buy |
19,248
+60
| +0.3% | +$2.45K | 0.14% | 87 |
|
|
2013
Q4 | $734K | Buy |
19,188
+388
| +2% | +$14.8K | 0.14% | 85 |
|
|
2013
Q3 | $624K | Sell |
18,800
-305
| -2% | -$10.1K | 0.13% | 92 |
|
|
2013
Q2 | $587K | Buy |
+19,105
| New | +$587K | 0.46% | 58 |
|