HWA
HHM Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Sell |
4,113
-179
| -4% | -$39.1K | 0.11% | 72 |
|
|
2025
Q1 | $600K | Buy |
4,292
+273
| +7% | +$38.2K | 0.08% | 93 |
|
|
2024
Q4 | $670K | Buy |
4,019
+2,959
| +279% | +$493K | 0.09% | 85 |
|
|
2024
Q3 | $181K | Hold |
1,060
| – | – | 0.03% | 183 |
|
|
2024
Q2 | $150K | Buy |
1,060
+20
| +2% | +$2.82K | 0.02% | 206 |
|
|
2024
Q1 | $131K | Hold |
1,040
| – | – | 0.02% | 190 |
|
|
2023
Q4 | $110K | Hold |
1,040
| – | – | 0.02% | 199 |
|
|
2023
Q3 | $110K | Hold |
1,040
| – | – | 0.02% | 191 |
|
|
2023
Q2 | $124K | Hold |
1,040
| – | – | 0.02% | 182 |
|
|
2023
Q1 | $96.6K | Hold |
1,040
| – | – | 0.02% | 202 |
|
|
2022
Q4 | $85K | Hold |
1,040
| – | – | 0.02% | 188 |
|
|
2022
Q3 | $64K | Hold |
1,040
| – | – | 0.02% | 199 |
|
|
2022
Q2 | $73K | Sell |
1,040
-477
| -31% | -$33.5K | 0.02% | 228 |
|
|
2022
Q1 | $126K | Hold |
1,517
| – | – | 0.03% | 195 |
|
|
2021
Q4 | $132K | Hold |
1,517
| – | – | 0.03% | 184 |
|
|
2021
Q3 | $132K | Sell |
1,517
-1,036
| -41% | -$90.1K | 0.04% | 177 |
|
|
2021
Q2 | $199K | Hold |
2,553
| – | – | 0.05% | 129 |
|
|
2021
Q1 | $179K | Hold |
2,553
| – | – | 0.06% | 125 |
|
|
2020
Q4 | $165K | Buy |
2,553
+640
| +33% | +$41.4K | 0.06% | 117 |
|
|
2020
Q3 | $114K | Hold |
1,913
| – | – | 0.05% | 135 |
|
|
2020
Q2 | $106K | Sell |
1,913
-312
| -14% | -$17.3K | 0.04% | 133 |
|
|
2020
Q1 | $108K | Buy |
+2,225
| New | +$108K | 0.05% | 114 |
|