SLWA
San Luis Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
5,038
-94
| -2% | -$20.5K | 0.24% | 57 |
|
|
2025
Q1 | $717K | Sell |
5,132
-243
| -5% | -$34K | 0.16% | 64 |
|
|
2024
Q4 | $896K | Buy |
5,375
+75
| +1% | +$12.5K | 0.17% | 61 |
|
|
2024
Q3 | $903K | Buy |
+5,300
| New | +$903K | 0.19% | 54 |
|
|
2022
Q2 | – | Sell |
-43
| Closed | -$4K | – | 317 |
|
|
2022
Q1 | $4K | Buy |
+43
| New | +$4K | ﹤0.01% | 412 |
|