NEWAS
N.E.W. Advisory Services’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
2,509
-1,030
| -29% | -$225K | 0.05% | 109 |
|
|
2025
Q1 | $495K | Buy |
3,539
+675
| +24% | +$94.4K | 0.04% | 130 |
|
|
2024
Q4 | $477K | Buy |
2,864
+99
| +4% | +$16.5K | 0.05% | 118 |
|
|
2024
Q3 | $471K | Buy |
2,765
+54
| +2% | +$9.2K | 0.05% | 115 |
|
|
2024
Q2 | $383K | Sell |
2,711
-53
| -2% | -$7.49K | 0.04% | 122 |
|
|
2024
Q1 | $347K | Buy |
2,764
+35
| +1% | +$4.4K | 0.04% | 126 |
|
|
2023
Q4 | $288K | Sell |
2,729
-99
| -4% | -$10.4K | 0.03% | 134 |
|
|
2023
Q3 | $300K | Buy |
2,828
+571
| +25% | +$60.5K | 0.04% | 121 |
|
|
2023
Q2 | $269K | Buy |
+2,257
| New | +$269K | 0.04% | 116 |
|
|
2022
Q3 | – | Sell |
-3,388
| Closed | -$237K | – | 133 |
|
|
2022
Q2 | $237K | Sell |
3,388
-152
| -4% | -$10.6K | 0.04% | 116 |
|
|
2022
Q1 | $248K | Sell |
3,540
-2
| -0.1% | -$140 | 0.05% | 113 |
|
|
2021
Q4 | $309K | Buy |
3,542
+1
| +0% | +$87 | 0.05% | 110 |
|
|
2021
Q3 | $309K | Hold |
3,541
| – | – | 0.05% | 106 |
|
|
2021
Q2 | $275K | Buy |
3,541
+1
| +0% | +$78 | 0.05% | 110 |
|
|
2021
Q1 | $254K | Hold |
3,540
| – | – | 0.05% | 114 |
|
|
2020
Q4 | $229K | Buy |
+3,540
| New | +$229K | 0.05% | 122 |
|