IWS
Insight Wealth Strategies’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Buy |
19,010
+192
| +1% | +$42K | 0.53% | 64 |
|
|
2025
Q1 | $2.63M | Buy |
18,818
+6,640
| +55% | +$928K | 0.35% | 81 |
|
|
2024
Q4 | $2.03M | Sell |
12,178
-1,864
| -13% | -$311K | 0.27% | 93 |
|
|
2024
Q3 | $2.39M | Buy |
14,042
+6
| +0% | +$1.02K | 0.32% | 85 |
|
|
2024
Q2 | $1.98M | Buy |
14,036
+450
| +3% | +$63.5K | 0.28% | 92 |
|
|
2024
Q1 | $1.71M | Buy |
13,586
+651
| +5% | +$81.8K | 0.25% | 104 |
|
|
2023
Q4 | $1.36M | Buy |
+12,935
| New | +$1.36M | 0.22% | 104 |
|