IWA
IBEX Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
+2,097
| New | +$458K | 0.05% | 153 |
|
|
2025
Q1 | – | Sell |
-8,121
| Closed | -$1.35M | – | 185 |
|
|
2024
Q4 | $1.35M | Sell |
8,121
-10,449
| -56% | -$1.74M | 0.16% | 101 |
|
|
2024
Q3 | $666K | Sell |
18,570
-27,544
| -60% | -$988K | 0.18% | 65 |
|
|
2024
Q2 | $6.51M | Buy |
+46,114
| New | +$6.51M | 1.02% | 29 |
|
|
2024
Q1 | – | Sell |
-7
| Closed | -$759 | – | 143 |
|
|
2023
Q4 | $759 | Sell |
7
-17,349
| -100% | -$1.88M | 0.17% | 67 |
|
|
2023
Q3 | $1.84M | Buy |
+17,356
| New | +$1.84M | 0.47% | 62 |
|
|
2023
Q1 | $1.41M | Buy |
+15,157
| New | +$1.41M | 0.37% | 67 |
|
|
2022
Q1 | – | Sell |
-20,030
| Closed | -$1.75M | – | 198 |
|
|
2021
Q4 | $1.75M | Buy |
20,030
+1,486
| +8% | +$130K | 0.31% | 95 |
|
|
2021
Q3 | $1.62M | Buy |
18,544
+954
| +5% | +$83.1K | 0.31% | 98 |
|
|
2021
Q2 | $1.37M | Buy |
+17,590
| New | +$1.37M | 0.27% | 102 |
|
|
2020
Q2 | – | Sell |
-39,152
| Closed | -$1.89M | – | 107 |
|
|
2020
Q1 | $1.89M | Buy |
39,152
+25,830
| +194% | +$1.25M | 0.74% | 56 |
|
|
2019
Q4 | $706K | Buy |
+13,322
| New | +$706K | 0.22% | 90 |
|
|
2019
Q3 | – | Sell |
-3,096
| Closed | -$176K | – | 266 |
|
|
2019
Q2 | $176K | Buy |
+3,096
| New | +$176K | 0.05% | 140 |
|
|
2018
Q1 | – | Sell |
-5,814
| Closed | -$284K | – | 112 |
|
|
2017
Q4 | $284K | Buy |
5,814
+167
| +3% | +$8.16K | 0.13% | 84 |
|
|
2017
Q3 | $273K | Sell |
5,647
-153
| -3% | -$7.4K | 0.1% | 113 |
|
|
2017
Q2 | $287K | Buy |
+5,800
| New | +$287K | 0.11% | 112 |
|
|
2017
Q1 | – | Sell |
-5,804
| Closed | -$231K | – | 277 |
|
|
2016
Q4 | $231K | Sell |
5,804
-124
| -2% | -$4.94K | 0.11% | 107 |
|
|
2016
Q3 | $233K | Buy |
+5,928
| New | +$233K | 0.13% | 105 |
|