GWANC
Guardian Wealth Advisors (North Carolina)’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.68M | Buy |
12,241
+616
| +5% | +$135K | 0.19% | 78 |
|
|
2025
Q1 | $1.63M | Buy |
11,625
+1,136
| +11% | +$159K | 0.13% | 100 |
|
|
2024
Q4 | $1.75M | Buy |
10,489
+3,915
| +60% | +$652K | 0.14% | 93 |
|
|
2024
Q3 | $1.12M | Sell |
6,574
-34
| -0.5% | -$5.79K | 0.12% | 95 |
|
|
2024
Q2 | $933K | Sell |
6,608
-126
| -2% | -$17.8K | 0.11% | 102 |
|
|
2024
Q1 | $846K | Buy |
6,734
+224
| +3% | +$28.1K | 0.1% | 112 |
|
|
2023
Q4 | $686K | Sell |
6,510
-435
| -6% | -$45.9K | 0.1% | 111 |
|
|
2023
Q3 | $736K | Buy |
6,945
+3,400
| +96% | +$360K | 0.13% | 99 |
|
|
2023
Q2 | $422K | Buy |
3,545
+413
| +13% | +$49.2K | 0.07% | 142 |
|
|
2023
Q1 | $291K | Buy |
3,132
+194
| +7% | +$18K | 0.05% | 169 |
|
|
2022
Q4 | $240K | Buy |
+2,938
| New | +$240K | 0.05% | 175 |
|