MAWA
Moss Adams Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Buy |
11,424
+700
| +7% | +$153K | 0.23% | 41 |
|
|
2025
Q1 | $1.5M | Buy |
10,724
+572
| +6% | +$80K | 0.16% | 49 |
|
|
2024
Q4 | $1.69M | Buy |
10,152
+204
| +2% | +$34K | 0.18% | 41 |
|
|
2024
Q3 | $1.7M | Buy |
9,948
+1,386
| +16% | +$236K | 0.19% | 38 |
|
|
2024
Q2 | $1.21M | Buy |
8,562
+787
| +10% | +$111K | 0.17% | 42 |
|
|
2024
Q1 | $977K | Buy |
7,775
+3,928
| +102% | +$493K | 0.16% | 45 |
|
|
2023
Q4 | $406K | Buy |
3,847
+566
| +17% | +$59.7K | 0.08% | 60 |
|
|
2023
Q3 | $348K | Buy |
3,281
+89
| +3% | +$9.43K | 0.12% | 58 |
|
|
2023
Q2 | $380K | Sell |
3,192
-204
| -6% | -$24.3K | 0.12% | 54 |
|
|
2023
Q1 | $316K | Sell |
3,396
-101
| -3% | -$9.39K | 0.11% | 61 |
|
|
2022
Q4 | $286K | Buy |
+3,497
| New | +$286K | 0.14% | 75 |
|