OWA
Octavia Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Sell |
4,329
-1,765
| -29% | -$386K | 0.11% | 77 |
|
|
2025
Q1 | $852K | Buy |
6,094
+93
| +2% | +$13K | 0.1% | 83 |
|
|
2024
Q4 | $1M | Buy |
6,001
+56
| +0.9% | +$9.33K | 0.12% | 75 |
|
|
2024
Q3 | $1.01M | Buy |
5,945
+76
| +1% | +$13K | 0.12% | 71 |
|
|
2024
Q2 | $829K | Buy |
5,869
+211
| +4% | +$29.8K | 0.11% | 83 |
|
|
2024
Q1 | $711K | Sell |
5,658
-207
| -4% | -$26K | 0.11% | 94 |
|
|
2023
Q4 | $618K | Buy |
5,865
+118
| +2% | +$12.4K | 0.11% | 101 |
|
|
2023
Q3 | $609K | Buy |
5,747
+764
| +15% | +$80.9K | 0.12% | 91 |
|
|
2023
Q2 | $593K | Buy |
4,983
+593
| +14% | +$70.6K | 0.12% | 88 |
|
|
2023
Q1 | $408K | Buy |
4,390
+181
| +4% | +$16.8K | 0.09% | 105 |
|
|
2022
Q4 | $344K | Buy |
4,209
+11
| +0.3% | +$899 | 0.08% | 125 |
|
|
2022
Q3 | $256K | Sell |
4,198
-44
| -1% | -$2.68K | 0.07% | 141 |
|
|
2022
Q2 | $295K | Hold |
4,242
| – | – | 0.08% | 127 |
|
|
2022
Q1 | $351K | Sell |
4,242
-255
| -6% | -$21.1K | 0.08% | 126 |
|
|
2021
Q4 | $392K | Buy |
4,497
+96
| +2% | +$8.37K | 0.08% | 123 |
|
|
2021
Q3 | $383K | Sell |
4,401
-11
| -0.2% | -$957 | 0.1% | 114 |
|
|
2021
Q2 | $343K | Sell |
4,412
-503
| -10% | -$39.1K | 0.09% | 116 |
|
|
2021
Q1 | $345K | Buy |
+4,915
| New | +$345K | 0.1% | 121 |
|