SDWMA
Schneider Downs Wealth Management Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Hold |
3,686
| – | – | 0.12% | 74 |
|
|
2025
Q1 | $515K | Hold |
3,686
| – | – | 0.09% | 85 |
|
|
2024
Q4 | $614K | Hold |
3,686
| – | – | 0.12% | 74 |
|
|
2024
Q3 | $628K | Sell |
3,686
-319
| -8% | -$54.4K | 0.13% | 70 |
|
|
2024
Q2 | $566K | Buy |
4,005
+24
| +0.6% | +$3.39K | 0.13% | 67 |
|
|
2024
Q1 | $500K | Hold |
3,981
| – | – | 0.12% | 77 |
|
|
2023
Q4 | $420K | Sell |
3,981
-106
| -3% | -$11.2K | 0.11% | 76 |
|
|
2023
Q3 | $433K | Buy |
4,087
+22
| +0.5% | +$2.33K | 0.1% | 64 |
|
|
2023
Q2 | $484K | Buy |
4,065
+10
| +0.2% | +$1.19K | 0.11% | 65 |
|
|
2023
Q1 | $377K | Sell |
4,055
-81
| -2% | -$7.53K | 0.08% | 77 |
|
|
2022
Q4 | $338K | Sell |
4,136
-2,251
| -35% | -$184K | 0.07% | 79 |
|
|
2022
Q3 | $390K | Sell |
6,387
-2,059
| -24% | -$126K | 0.11% | 77 |
|
|
2022
Q2 | $590K | Hold |
8,446
| – | – | 0.16% | 64 |
|
|
2022
Q1 | $699K | Sell |
8,446
-473
| -5% | -$39.1K | 0.18% | 61 |
|
|
2021
Q4 | $778K | Sell |
8,919
-150
| -2% | -$13.1K | 0.19% | 61 |
|
|
2021
Q3 | $790K | Buy |
9,069
+432
| +5% | +$37.6K | 0.2% | 58 |
|
|
2021
Q2 | $672K | Buy |
8,637
+41
| +0.5% | +$3.19K | 0.17% | 59 |
|
|
2021
Q1 | $603K | Buy |
8,596
+2,324
| +37% | +$163K | 0.15% | 61 |
|
|
2020
Q4 | $406K | Sell |
6,272
-1,693
| -21% | -$110K | 0.11% | 52 |
|
|
2020
Q3 | $476K | Hold |
7,965
| – | – | 0.16% | 49 |
|
|
2020
Q2 | $440K | Buy |
7,965
+240
| +3% | +$13.3K | 0.15% | 47 |
|
|
2020
Q1 | $373K | Buy |
7,725
+3,778
| +96% | +$182K | 0.14% | 53 |
|
|
2019
Q4 | $209K | Hold |
3,947
| – | – | 0.06% | 66 |
|
|
2019
Q3 | $217K | Buy |
+3,947
| New | +$217K | 0.07% | 59 |
|