FVWA
Foster Victor Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8M | Buy |
45,941
+42,459
| +1,219% | +$10M | 0.73% | 62 |
|
|
2025
Q1 | $461K | Buy |
3,482
+385
| +12% | +$51K | 0.04% | 138 |
|
|
2024
Q4 | $499K | Sell |
3,097
-319
| -9% | -$51.4K | 0.04% | 131 |
|
|
2024
Q3 | $609K | Sell |
3,416
-463
| -12% | -$82.5K | 0.05% | 121 |
|
|
2024
Q2 | $553K | Buy |
3,879
+513
| +15% | +$73.2K | 0.05% | 126 |
|
|
2024
Q1 | $415K | Hold |
3,366
| – | – | 0.04% | 121 |
|
|
2023
Q4 | $352K | Sell |
3,366
-1
| -0% | -$105 | 0.04% | 123 |
|
|
2023
Q3 | $370K | Hold |
3,367
| – | – | 0.04% | 115 |
|
|
2023
Q2 | $390K | Sell |
3,367
-28
| -0.8% | -$3.25K | 0.04% | 116 |
|
|
2023
Q1 | $319K | Buy |
3,395
+28
| +0.8% | +$2.63K | 0.04% | 127 |
|
|
2022
Q4 | $288K | Hold |
3,367
| – | – | 0.04% | 125 |
|
|
2022
Q3 | $220K | Buy |
3,367
+500
| +17% | +$32.7K | 0.03% | 133 |
|
|
2022
Q2 | $205K | Buy |
+2,867
| New | +$205K | 0.03% | 126 |
|