MWA
Meridian Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Buy |
3,210
+1
| +0% | +$219 | 0.11% | 99 |
|
|
2025
Q1 | $449K | Buy |
3,209
+1
| +0% | +$140 | 0.08% | 118 |
|
|
2024
Q4 | $535K | Buy |
3,208
+49
| +2% | +$8.17K | 0.09% | 114 |
|
|
2024
Q3 | $538K | Buy |
3,159
+308
| +11% | +$52.5K | 0.09% | 110 |
|
|
2024
Q2 | $403K | Buy |
2,851
+42
| +1% | +$5.93K | 0.07% | 125 |
|
|
2024
Q1 | $353K | Buy |
2,809
+24
| +0.9% | +$3.02K | 0.07% | 138 |
|
|
2023
Q4 | $294K | Sell |
2,785
-575
| -17% | -$60.6K | 0.06% | 147 |
|
|
2023
Q3 | $356K | Buy |
3,360
+32
| +1% | +$3.39K | 0.09% | 125 |
|
|
2023
Q2 | $396K | Buy |
3,328
+43
| +1% | +$5.12K | 0.1% | 124 |
|
|
2023
Q1 | $305K | Hold |
3,285
| – | – | 0.08% | 146 |
|
|
2022
Q4 | $269K | Hold |
3,285
| – | – | 0.07% | 161 |
|
|
2022
Q3 | $201K | Buy |
+3,285
| New | +$201K | 0.06% | 176 |
|
|
2022
Q2 | – | Sell |
-2,710
| Closed | -$224K | – | 212 |
|
|
2022
Q1 | $224K | Buy |
+2,710
| New | +$224K | 0.05% | 194 |
|
|
2019
Q1 | – | Sell |
-2,010
| Closed | -$91K | – | 319 |
|
|
2018
Q4 | $91K | Buy |
+2,010
| New | +$91K | 0.07% | 182 |
|