OWA
ORBA Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,684
| Closed | -$375K | – | 96 |
|
|
2025
Q1 | $375K | Hold |
2,684
| – | – | 0.19% | 76 |
|
|
2024
Q4 | $447K | Hold |
2,684
| – | – | 0.23% | 68 |
|
|
2024
Q3 | $457K | Hold |
2,684
| – | – | 0.23% | 70 |
|
|
2024
Q2 | $379K | Buy |
2,684
+483
| +22% | +$68.2K | 0.2% | 72 |
|
|
2024
Q1 | $276K | Hold |
2,201
| – | – | 0.15% | 84 |
|
|
2023
Q4 | $232K | Buy |
+2,201
| New | +$232K | 0.14% | 84 |
|