NWA
New World Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Sell |
3,739
-2,160
| -37% | -$472K | 0.17% | 21 |
|
|
2025
Q1 | $825K | Buy |
5,899
+1,834
| +45% | +$256K | 0.19% | 17 |
|
|
2024
Q4 | $677K | Buy |
4,065
+882
| +28% | +$147K | 0.16% | 19 |
|
|
2024
Q3 | $542K | Buy |
+3,183
| New | +$542K | 0.14% | 26 |
|
|
2019
Q2 | – | Sell |
-136
| Closed | -$7K | – | 89 |
|
|
2019
Q1 | $7K | Buy |
+136
| New | +$7K | 0.01% | 96 |
|