IWA
IVC Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
+1,330
| New | +$291K | 0.14% | 130 |
|
|
2025
Q1 | – | Sell |
-1,393
| Closed | -$232K | – | 163 |
|
|
2024
Q4 | $232K | Sell |
1,393
-83
| -6% | -$13.8K | 0.13% | 140 |
|
|
2024
Q3 | $252K | Sell |
1,476
-101
| -6% | -$17.2K | 0.14% | 139 |
|
|
2024
Q2 | $223K | Buy |
+1,577
| New | +$223K | 0.12% | 150 |
|