IWA
Inspirion Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Hold |
2,628
| – | – | 0.08% | 94 |
|
|
2025
Q1 | $367K | Buy |
2,628
+80
| +3% | +$11.2K | 0.05% | 111 |
|
|
2024
Q4 | $413K | Hold |
2,548
| – | – | 0.06% | 105 |
|
|
2024
Q3 | $434K | Hold |
2,548
| – | – | 0.06% | 103 |
|
|
2024
Q2 | $360K | Buy |
2,548
+1
| +0% | +$141 | 0.06% | 106 |
|
|
2024
Q1 | $320K | Hold |
2,547
| – | – | 0.05% | 115 |
|
|
2023
Q4 | $265K | Buy |
2,547
+225
| +10% | +$23.4K | 0.05% | 118 |
|
|
2023
Q3 | $246K | Hold |
2,322
| – | – | 0.05% | 121 |
|
|
2023
Q2 | $277K | Hold |
2,322
| – | – | 0.05% | 114 |
|
|
2023
Q1 | $216K | Sell |
2,322
-225
| -9% | -$20.9K | 0.04% | 129 |
|
|
2022
Q4 | $208K | Buy |
+2,547
| New | +$208K | 0.04% | 120 |
|
|
2022
Q2 | – | Sell |
-2,697
| Closed | -$223K | – | 122 |
|
|
2022
Q1 | $223K | Buy |
+2,697
| New | +$223K | 0.05% | 100 |
|