SWA
ShankerValleau Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.7M | Sell |
327,874
-3,707
| -1% | -$810K | 20.45% | 2 |
|
|
2025
Q1 | $46.4M | Hold |
331,581
| – | – | 15.06% | 2 |
|
|
2024
Q4 | $55.3M | Sell |
331,581
-69,036
| -17% | -$11.5M | 17.74% | 2 |
|
|
2024
Q3 | $68.3M | Buy |
400,617
+178,818
| +81% | +$30.5M | 23.25% | 2 |
|
|
2024
Q2 | $31.3M | Buy |
221,799
+99,043
| +81% | +$14M | 13.41% | 3 |
|
|
2024
Q1 | $15.4M | Sell |
122,756
-2,020
| -2% | -$254K | 7.1% | 4 |
|
|
2023
Q4 | $13.2M | Sell |
124,776
-1,674
| -1% | -$176K | 6.7% | 4 |
|
|
2023
Q3 | $13.4M | Sell |
126,450
-1,261
| -1% | -$134K | 7.53% | 4 |
|
|
2023
Q2 | $15.2M | Sell |
127,711
-3,592
| -3% | -$428K | 8.36% | 4 |
|
|
2023
Q1 | $12.2M | Sell |
131,303
-2,100
| -2% | -$195K | 7.09% | 4 |
|
|
2022
Q4 | $10.9M | Sell |
133,403
-3,166
| -2% | -$259K | 6.76% | 4 |
|
|
2022
Q3 | $8.34M | Sell |
136,569
-4,467
| -3% | -$273K | 5.64% | 6 |
|
|
2022
Q2 | $9.85M | Sell |
141,036
-1,780
| -1% | -$124K | 6.41% | 5 |
|
|
2022
Q1 | $11.8M | Sell |
142,816
-2,345
| -2% | -$194K | 7.08% | 4 |
|
|
2021
Q4 | $12.7M | Buy |
+145,161
| New | +$12.7M | 7.27% | 4 |
|