PFWA
Paces Ferry Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
6,361
-476
| -7% | -$104K | 0.64% | 35 |
|
|
2025
Q1 | $956K | Sell |
6,837
-133
| -2% | -$18.6K | 0.48% | 39 |
|
|
2024
Q4 | $1.16M | Sell |
6,970
-347
| -5% | -$57.8K | 0.56% | 37 |
|
|
2024
Q3 | $1.25M | Sell |
7,317
-41
| -0.6% | -$6.99K | 0.72% | 32 |
|
|
2024
Q2 | $1.04M | Sell |
7,358
-158
| -2% | -$22.3K | 0.63% | 34 |
|
|
2024
Q1 | $944K | Sell |
7,516
-435
| -5% | -$54.6K | 0.6% | 36 |
|
|
2023
Q4 | $838K | Sell |
7,951
-174
| -2% | -$18.3K | 0.58% | 42 |
|
|
2023
Q3 | $861K | Sell |
8,125
-132
| -2% | -$14K | 0.68% | 38 |
|
|
2023
Q2 | $983K | Buy |
8,257
+64
| +0.8% | +$7.62K | 0.74% | 38 |
|
|
2023
Q1 | $761K | Sell |
8,193
-27
| -0.3% | -$2.51K | 0.61% | 42 |
|
|
2022
Q4 | $672K | Sell |
8,220
-120
| -1% | -$9.81K | 0.65% | 37 |
|
|
2022
Q3 | $509K | Sell |
8,340
-4
| -0% | -$244 | 0.56% | 41 |
|
|
2022
Q2 | $583K | Sell |
8,344
-1,010
| -11% | -$70.6K | 0.57% | 40 |
|
|
2022
Q1 | $774K | Sell |
9,354
-423
| -4% | -$35K | 0.62% | 37 |
|
|
2021
Q4 | $853K | Sell |
9,777
-616
| -6% | -$53.7K | 0.61% | 38 |
|
|
2021
Q3 | $906K | Sell |
10,393
-279
| -3% | -$24.3K | 0.72% | 35 |
|
|
2021
Q2 | $831K | Sell |
10,672
-11
| -0.1% | -$857 | 0.64% | 40 |
|
|
2021
Q1 | $750K | Sell |
10,683
-351
| -3% | -$24.6K | 0.65% | 42 |
|
|
2020
Q4 | $714K | Sell |
11,034
-82
| -0.7% | -$5.31K | 0.65% | 42 |
|
|
2020
Q3 | $664K | Buy |
+11,116
| New | +$664K | 0.58% | 38 |
|