PWA
Phoenix Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $974K | Buy |
4,453
+5
| +0.1% | +$1.09K | 0.41% | 55 |
|
|
2025
Q1 | $622K | Sell |
4,448
-27
| -0.6% | -$3.78K | 0.27% | 67 |
|
|
2024
Q4 | $746K | Buy |
4,475
+21
| +0.5% | +$3.5K | 0.32% | 60 |
|
|
2024
Q3 | $759K | Sell |
4,454
-50
| -1% | -$8.52K | 0.35% | 60 |
|
|
2024
Q2 | $636K | Buy |
4,504
+315
| +8% | +$44.5K | 0.32% | 65 |
|
|
2024
Q1 | $526K | Sell |
4,189
-39
| -0.9% | -$4.9K | 0.32% | 63 |
|
|
2023
Q4 | $440K | Sell |
4,228
-54
| -1% | -$5.62K | 0.31% | 58 |
|
|
2023
Q3 | $454K | Buy |
4,282
+40
| +0.9% | +$4.24K | 0.27% | 49 |
|
|
2023
Q2 | $505K | Sell |
4,242
-1,646
| -28% | -$196K | 0.29% | 50 |
|
|
2023
Q1 | $547K | Sell |
5,888
-81
| -1% | -$7.53K | 0.34% | 44 |
|
|
2022
Q4 | $488K | Buy |
5,969
+246
| +4% | +$20.1K | 0.29% | 48 |
|
|
2022
Q3 | $350K | Sell |
5,723
-13
| -0.2% | -$795 | 0.35% | 65 |
|
|
2022
Q2 | $401K | Buy |
5,736
+383
| +7% | +$26.8K | 0.4% | 50 |
|
|
2022
Q1 | $440K | Buy |
5,353
+343
| +7% | +$28.2K | 0.45% | 56 |
|
|
2021
Q4 | $437K | Sell |
5,010
-813
| -14% | -$70.9K | 0.33% | 69 |
|
|
2021
Q3 | $507K | Buy |
5,823
+43
| +0.7% | +$3.74K | 0.38% | 65 |
|
|
2021
Q2 | $480K | Buy |
5,780
+388
| +7% | +$32.2K | 0.35% | 69 |
|
|
2021
Q1 | $387K | Buy |
5,392
+835
| +18% | +$59.9K | 0.3% | 67 |
|
|
2020
Q4 | $295K | Buy |
+4,557
| New | +$295K | 0.22% | 76 |
|