OWA
Opal Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Sell |
2,866
-607
| -17% | -$133K | 0.17% | 69 |
|
|
2025
Q1 | $486K | Sell |
3,473
-1,161
| -25% | -$162K | 0.15% | 80 |
|
|
2024
Q4 | $772K | Buy |
4,634
+207
| +5% | +$34.5K | 0.23% | 60 |
|
|
2024
Q3 | $754K | Sell |
4,427
-40
| -0.9% | -$6.82K | 0.24% | 55 |
|
|
2024
Q2 | $631K | Buy |
4,467
+45
| +1% | +$6.35K | 0.2% | 63 |
|
|
2024
Q1 | $555K | Buy |
4,422
+1,087
| +33% | +$137K | 0.19% | 74 |
|
|
2023
Q4 | $352K | Buy |
3,335
+699
| +27% | +$73.7K | 0.14% | 112 |
|
|
2023
Q3 | $279K | Buy |
2,636
+371
| +16% | +$39.3K | 0.16% | 106 |
|
|
2023
Q2 | $270K | Sell |
2,265
-407
| -15% | -$48.5K | 0.13% | 110 |
|
|
2023
Q1 | $248K | Sell |
2,672
-328
| -11% | -$30.5K | 0.15% | 89 |
|
|
2022
Q4 | $245K | Buy |
+3,000
| New | +$245K | 0.14% | 95 |
|
|
2022
Q3 | – | Sell |
-2,891
| Closed | -$202K | – | 115 |
|
|
2022
Q2 | $202K | Buy |
2,891
+87
| +3% | +$6.08K | 0.13% | 104 |
|
|
2022
Q1 | $232K | Buy |
2,804
+37
| +1% | +$3.06K | 0.2% | 86 |
|
|
2021
Q4 | $241K | Buy |
+2,767
| New | +$241K | 0.15% | 103 |
|