HNWA
Henrickson Nauta Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
3,116
+37
| +1% | +$8.09K | 0.24% | 40 |
|
|
2025
Q1 | $411K | Sell |
3,079
-7
| -0.2% | -$933 | 0.17% | 46 |
|
|
2024
Q4 | $514K | Buy |
3,086
+13
| +0.4% | +$2.17K | 0.21% | 44 |
|
|
2024
Q3 | $524K | Buy |
3,073
+17
| +0.6% | +$2.9K | 0.21% | 44 |
|
|
2024
Q2 | $431K | Sell |
3,056
-27
| -0.9% | -$3.81K | 0.18% | 48 |
|
|
2024
Q1 | $375K | Sell |
3,083
-76
| -2% | -$9.25K | 0.17% | 48 |
|
|
2023
Q4 | $333K | Buy |
3,159
+258
| +9% | +$27.2K | 0.16% | 54 |
|
|
2023
Q3 | $307K | Buy |
2,901
+160
| +6% | +$16.9K | 0.19% | 44 |
|
|
2023
Q2 | $326K | Buy |
2,741
+172
| +7% | +$20.5K | 0.22% | 41 |
|
|
2023
Q1 | $239K | Hold |
2,569
| – | – | 0.17% | 48 |
|
|
2022
Q4 | $210K | Buy |
+2,569
| New | +$210K | 0.17% | 51 |
|
|
2022
Q2 | – | Sell |
-2,569
| Closed | -$213K | – | 50 |
|
|
2022
Q1 | $213K | Hold |
2,569
| – | – | 0.18% | 43 |
|
|
2021
Q4 | $212K | Buy |
+2,569
| New | +$212K | 0.17% | 42 |
|