GWAG
Garrett Wealth Advisory Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Hold |
5,028
| – | – | 0.23% | 32 |
|
|
2025
Q1 | $703K | Buy |
5,028
+18
| +0.4% | +$2.52K | 0.16% | 44 |
|
|
2024
Q4 | $835K | Sell |
5,010
-70
| -1% | -$11.7K | 0.19% | 36 |
|
|
2024
Q3 | $866K | Buy |
5,080
+1,194
| +31% | +$203K | 0.21% | 35 |
|
|
2024
Q2 | $549K | Buy |
3,886
+94
| +2% | +$13.3K | 0.2% | 43 |
|
|
2024
Q1 | $476K | Hold |
3,792
| – | – | 0.2% | 35 |
|
|
2023
Q4 | $400K | Sell |
3,792
-242
| -6% | -$25.5K | 0.17% | 34 |
|
|
2023
Q3 | $427K | Sell |
4,034
-334
| -8% | -$35.4K | 0.19% | 31 |
|
|
2023
Q2 | $520K | Buy |
4,368
+339
| +8% | +$40.4K | 0.23% | 29 |
|
|
2023
Q1 | $374K | Buy |
4,029
+2
| +0% | +$186 | 0.18% | 33 |
|
|
2022
Q4 | $329K | Buy |
4,027
+2
| +0% | +$164 | 0.17% | 32 |
|
|
2022
Q3 | $246K | Buy |
4,025
+2
| +0% | +$122 | 0.14% | 39 |
|
|
2022
Q2 | $281K | Buy |
4,023
+2
| +0% | +$140 | 0.15% | 37 |
|
|
2022
Q1 | $333K | Buy |
4,021
+2
| +0% | +$166 | 0.17% | 45 |
|
|
2021
Q4 | $350K | Buy |
4,019
+102
| +3% | +$8.88K | 0.17% | 44 |
|
|
2021
Q3 | $341K | Buy |
3,917
+2
| +0.1% | +$174 | 0.22% | 39 |
|
|
2021
Q2 | $305K | Buy |
3,915
+2
| +0.1% | +$156 | 0.2% | 36 |
|
|
2021
Q1 | $275K | Buy |
3,913
+2
| +0.1% | +$141 | 0.19% | 39 |
|
|
2020
Q4 | $253K | Buy |
3,911
+2
| +0.1% | +$129 | 0.19% | 38 |
|
|
2020
Q3 | $233K | Sell |
3,909
-824
| -17% | -$49.1K | 0.18% | 42 |
|
|
2020
Q2 | $262K | Buy |
4,733
+52
| +1% | +$2.88K | 0.21% | 38 |
|
|
2020
Q1 | $226K | Sell |
4,681
-17
| -0.4% | -$821 | 0.21% | 38 |
|
|
2019
Q4 | $249K | Sell |
4,698
-143
| -3% | -$7.58K | 0.18% | 46 |
|
|
2019
Q3 | $266K | Buy |
4,841
+3
| +0.1% | +$165 | 0.19% | 41 |
|
|
2019
Q2 | $275K | Buy |
4,838
+100
| +2% | +$5.68K | 0.22% | 41 |
|
|
2019
Q1 | $256K | Buy |
4,738
+14
| +0.3% | +$756 | 0.21% | 42 |
|
|
2018
Q4 | $214K | Buy |
+4,724
| New | +$214K | 0.2% | 43 |
|