FWA
FSM Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Buy |
11,246
+3,033
| +37% | +$704K | 0.42% | 45 |
|
|
2025
Q1 | $1.15M | Buy |
8,213
+421
| +5% | +$58.9K | 0.26% | 56 |
|
|
2024
Q4 | $1.24M | Buy |
7,792
+107
| +1% | +$17.1K | 0.3% | 49 |
|
|
2024
Q3 | $1.31M | Buy |
7,685
+316
| +4% | +$53.9K | 0.35% | 47 |
|
|
2024
Q2 | $1.04M | Buy |
7,369
+45
| +0.6% | +$6.35K | 0.35% | 49 |
|
|
2024
Q1 | $920K | Buy |
7,324
+72
| +1% | +$9.04K | 0.33% | 54 |
|
|
2023
Q4 | $765K | Sell |
7,252
-85
| -1% | -$8.96K | 0.33% | 59 |
|
|
2023
Q3 | $777K | Sell |
7,337
-257
| -3% | -$27.2K | 0.39% | 49 |
|
|
2023
Q2 | $872K | Buy |
7,594
+20
| +0.3% | +$2.3K | 0.44% | 46 |
|
|
2023
Q1 | $704K | Sell |
7,574
-193
| -2% | -$17.9K | 0.41% | 57 |
|
|
2022
Q4 | $635K | Buy |
7,767
+680
| +10% | +$55.6K | 0.45% | 57 |
|
|
2022
Q3 | $433K | Buy |
7,087
+68
| +1% | +$4.16K | 0.36% | 72 |
|
|
2022
Q2 | $537K | Buy |
+7,019
| New | +$537K | 0.53% | 53 |
|