PWA
Physician Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
1,826
-27
| -1% | -$5.9K | 0.06% | 118 |
|
|
2025
Q1 | $259K | Sell |
1,853
-93
| -5% | -$13K | 0.04% | 150 |
|
|
2024
Q4 | $324K | Buy |
1,946
+283
| +17% | +$47.2K | 0.05% | 131 |
|
|
2024
Q3 | $290K | Hold |
1,663
| – | – | 0.05% | 137 |
|
|
2024
Q2 | $237K | Hold |
1,663
| – | – | 0.04% | 155 |
|
|
2024
Q1 | $201K | Buy |
+1,663
| New | +$201K | 0.04% | 172 |
|