MWA
Midland Wealth Advisors’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.95M | Sell |
18,057
-830
| -4% | -$181K | 0.22% | 26 |
|
2025
Q1 | $2.64M | Sell |
18,887
-872
| -4% | -$122K | 0.16% | 34 |
|
2024
Q4 | $3.29M | Sell |
19,759
-1,819
| -8% | -$303K | 0.2% | 29 |
|
2024
Q3 | $3.68M | Sell |
21,578
-703
| -3% | -$120K | 0.22% | 28 |
|
2024
Q2 | $3.15M | Sell |
22,281
-1,058
| -5% | -$149K | 0.19% | 32 |
|
2024
Q1 | $2.93M | Sell |
23,339
-2,373
| -9% | -$298K | 0.18% | 31 |
|
2023
Q4 | $2.71M | Buy |
+25,712
| New | +$2.71M | 0.19% | 30 |
|