MWA
Mills Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
+1,335
| New | +$292K | 0.13% | 53 |
|
|
2025
Q1 | – | Sell |
-1,335
| Closed | -$222K | – | 71 |
|
|
2024
Q4 | $222K | Sell |
1,335
-14
| -1% | -$2.33K | 0.13% | 56 |
|
|
2024
Q3 | $230K | Sell |
1,349
-265
| -16% | -$45.2K | 0.16% | 51 |
|
|
2024
Q2 | $228K | Sell |
1,614
-99
| -6% | -$14K | 0.16% | 45 |
|
|
2024
Q1 | $215K | Sell |
1,713
-207
| -11% | -$26K | 0.16% | 50 |
|
|
2023
Q4 | $202K | Hold |
1,920
| – | – | 0.15% | 49 |
|
|
2023
Q3 | $203K | Sell |
1,920
-32
| -2% | -$3.39K | 0.16% | 44 |
|
|
2023
Q2 | $232K | Buy |
+1,952
| New | +$232K | 0.18% | 40 |
|