RWA
Roberts Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Sell |
7,954
-12,662
| -61% | -$2.77M | 0.5% | 59 |
|
|
2025
Q1 | $2.88M | Buy |
20,616
+98
| +0.5% | +$13.7K | 0.89% | 39 |
|
|
2024
Q4 | $3.25M | Sell |
20,518
-116
| -0.6% | -$18.4K | 0.99% | 32 |
|
|
2024
Q3 | $3.6M | Buy |
20,634
+1,230
| +6% | +$214K | 1.16% | 31 |
|
|
2024
Q2 | $2.73M | Buy |
19,404
+4,903
| +34% | +$690K | 0.93% | 36 |
|
|
2024
Q1 | $1.74M | Buy |
14,501
+247
| +2% | +$29.6K | 0.65% | 49 |
|
|
2023
Q4 | $4.48M | Buy |
14,254
+105
| +0.7% | +$33K | 0.7% | 44 |
|
|
2023
Q3 | $1.54M | Buy |
14,149
+144
| +1% | +$15.7K | 0.68% | 52 |
|
|
2023
Q2 | $1.67M | Sell |
14,005
-16
| -0.1% | -$1.91K | 0.73% | 45 |
|
|
2023
Q1 | $1.32M | Buy |
14,021
+140
| +1% | +$13.2K | 0.6% | 50 |
|
|
2022
Q4 | $1.16M | Buy |
13,881
+341
| +3% | +$28.5K | 0.56% | 54 |
|
|
2022
Q3 | $884K | Buy |
13,540
+154
| +1% | +$10.1K | 0.43% | 57 |
|
|
2022
Q2 | $962K | Buy |
13,386
+321
| +2% | +$23.1K | 0.42% | 59 |
|
|
2022
Q1 | $1.07M | Sell |
13,065
-23
| -0.2% | -$1.89K | 0.42% | 65 |
|
|
2021
Q4 | $1.15M | Sell |
13,088
-17,610
| -57% | -$1.55M | 0.41% | 64 |
|
|
2021
Q3 | $2.68M | Buy |
+30,698
| New | +$2.68M | 1.06% | 31 |
|