IWA
Icon Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
55,516
+678
| +1% | +$148K | 0.86% | 26 |
|
|
2025
Q1 | $7.67M | Buy |
54,838
+8,231
| +18% | +$1.15M | 0.63% | 35 |
|
|
2024
Q4 | $7.77M | Buy |
46,607
+8,442
| +22% | +$1.41M | 0.64% | 31 |
|
|
2024
Q3 | $6.5M | Buy |
38,165
+23,598
| +162% | +$4.02M | 0.54% | 35 |
|
|
2024
Q2 | $2.03M | Sell |
14,567
-86
| -0.6% | -$12K | 0.18% | 91 |
|
|
2024
Q1 | $1.84M | Buy |
14,653
+8,882
| +154% | +$1.12M | 0.17% | 102 |
|
|
2023
Q4 | $608K | Buy |
+5,771
| New | +$608K | 0.06% | 167 |
|
|
2022
Q4 | $1.18M | Sell |
14,411
-22
| -0.2% | -$1.8K | 0.14% | 123 |
|
|
2022
Q3 | $881K | Buy |
+14,433
| New | +$881K | 0.11% | 143 |
|