High Net Worth Advisory Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
2,123
-7
| -0.3% | -$1.53K | 0.12% | 137 |
|
|
2025
Q1 | $298K | Hold |
2,130
| – | – | 0.08% | 166 |
|
|
2024
Q4 | $355K | Buy |
2,130
+7
| +0.3% | +$1.17K | 0.1% | 154 |
|
|
2024
Q3 | $362K | Hold |
2,123
| – | – | 0.1% | 153 |
|
|
2024
Q2 | $300K | Hold |
2,123
| – | – | 0.09% | 161 |
|
|
2024
Q1 | $267K | Hold |
2,123
| – | – | 0.08% | 173 |
|
|
2023
Q4 | $224K | Hold |
2,123
| – | – | 0.08% | 179 |
|
|
2023
Q3 | $225K | Hold |
2,123
| – | – | 0.09% | 172 |
|
|
2023
Q2 | $253K | Buy |
+2,123
| New | +$253K | 0.1% | 163 |
|
|
2023
Q1 | – | Sell |
-2,123
| Closed | -$174K | – | 455 |
|
|
2022
Q4 | $174K | Sell |
2,123
-63
| -3% | -$5.15K | 0.07% | 197 |
|
|
2022
Q3 | $133K | Hold |
2,186
| – | – | 0.06% | 214 |
|
|
2022
Q2 | $153K | Hold |
2,186
| – | – | 0.06% | 204 |
|
|
2022
Q1 | $181K | Sell |
2,186
-289
| -12% | -$23.9K | 0.07% | 195 |
|
|
2021
Q4 | $216K | Buy |
+2,475
| New | +$216K | 0.08% | 183 |
|