HWA
Heartwood Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Sell |
4,383
-10
| -0.2% | -$2.19K | 0.1% | 83 |
|
|
2025
Q1 | $614K | Hold |
4,393
| – | – | 0.07% | 93 |
|
|
2024
Q4 | $732K | Hold |
4,393
| – | – | 0.08% | 82 |
|
|
2024
Q3 | $749K | Hold |
4,393
| – | – | 0.08% | 81 |
|
|
2024
Q2 | $620K | Hold |
4,393
| – | – | 0.07% | 86 |
|
|
2024
Q1 | $552K | Hold |
4,393
| – | – | 0.07% | 86 |
|
|
2023
Q4 | $463K | Hold |
4,393
| – | – | 0.06% | 85 |
|
|
2023
Q3 | $465K | Hold |
4,393
| – | – | 0.07% | 84 |
|
|
2023
Q2 | $523K | Hold |
4,393
| – | – | 0.07% | 82 |
|
|
2023
Q1 | $408K | Hold |
4,393
| – | – | 0.06% | 86 |
|
|
2022
Q4 | $359K | Sell |
4,393
-78
| -2% | -$6.38K | 0.06% | 96 |
|
|
2022
Q3 | $273K | Sell |
4,471
-20
| -0.4% | -$1.22K | 0.05% | 98 |
|
|
2022
Q2 | $314K | Sell |
4,491
-670
| -13% | -$46.8K | 0.05% | 96 |
|
|
2022
Q1 | $427K | Buy |
5,161
+975
| +23% | +$80.7K | 0.06% | 85 |
|
|
2021
Q4 | $365K | Hold |
4,186
| – | – | 0.05% | 76 |
|
|
2021
Q3 | $365K | Hold |
4,186
| – | – | 0.06% | 72 |
|
|
2021
Q2 | $326K | Hold |
4,186
| – | – | 0.05% | 76 |
|
|
2021
Q1 | $294K | Hold |
4,186
| – | – | 0.05% | 70 |
|
|
2020
Q4 | $271K | Hold |
4,186
| – | – | 0.04% | 73 |
|
|
2020
Q3 | $250K | Hold |
4,186
| – | – | 0.05% | 69 |
|
|
2020
Q2 | $231K | Hold |
4,186
| – | – | 0.05% | 71 |
|
|
2020
Q1 | $202K | Sell |
4,186
-119
| -3% | -$5.74K | 0.05% | 65 |
|
|
2019
Q4 | $228K | Buy |
+4,305
| New | +$228K | 0.04% | 76 |
|