MWA
MN Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Buy |
1,951
+92
| +5% | +$20.1K | 0.25% | 73 |
|
|
2025
Q1 | $260K | Sell |
1,859
-30
| -2% | -$4.2K | 0.15% | 92 |
|
|
2024
Q4 | $315K | Buy |
1,889
+130
| +7% | +$21.7K | 0.18% | 79 |
|
|
2024
Q3 | $300K | Sell |
1,759
-121
| -6% | -$20.6K | 0.17% | 77 |
|
|
2024
Q2 | $266K | Buy |
1,880
+86
| +5% | +$12.2K | 0.15% | 87 |
|
|
2024
Q1 | $225K | Buy |
+1,794
| New | +$225K | 0.14% | 84 |
|