MCWA
Meadow Creek Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Buy |
2,812
+67
| +2% | +$14.6K | 0.42% | 52 |
|
|
2025
Q1 | $384K | Sell |
2,745
-557
| -17% | -$77.9K | 0.29% | 71 |
|
|
2024
Q4 | $550K | Sell |
3,302
-30
| -0.9% | -$5K | 0.4% | 51 |
|
|
2024
Q3 | $568K | Buy |
3,332
+309
| +10% | +$52.7K | 0.45% | 51 |
|
|
2024
Q2 | $427K | Buy |
3,023
+374
| +14% | +$52.8K | 0.4% | 61 |
|
|
2024
Q1 | $333K | Buy |
+2,649
| New | +$333K | 0.23% | 101 |
|
|
2022
Q1 | – | Sell |
-13,209
| Closed | -$1.15M | – | 120 |
|
|
2021
Q4 | $1.15M | Buy |
+13,209
| New | +$1.15M | 1.09% | 14 |
|
|
2019
Q4 | $695K | Buy |
+77,837
| New | +$695K | 0.96% | 20 |
|