SVWAG
Sound View Wealth Advisors Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.12M | Buy |
23,433
+13
| +0.1% | +$2.84K | 0.38% | 65 |
|
|
2025
Q1 | $3.27M | Buy |
23,420
+730
| +3% | +$102K | 0.27% | 85 |
|
|
2024
Q4 | $3.78M | Sell |
22,690
-88
| -0.4% | -$14.7K | 0.3% | 71 |
|
|
2024
Q3 | $3.88M | Buy |
22,778
+2,250
| +11% | +$383K | 0.32% | 73 |
|
|
2024
Q2 | $2.9M | Buy |
20,528
+165
| +0.8% | +$23.3K | 0.3% | 74 |
|
|
2024
Q1 | $2.56M | Sell |
20,363
-2,229
| -10% | -$280K | 0.27% | 88 |
|
|
2023
Q4 | $2.38M | Sell |
22,592
-284
| -1% | -$29.9K | 0.26% | 92 |
|
|
2023
Q3 | $2.42M | Buy |
22,876
+2,362
| +12% | +$250K | 0.3% | 83 |
|
|
2023
Q2 | $2.44M | Sell |
20,514
-2,612
| -11% | -$311K | 0.32% | 74 |
|
|
2023
Q1 | $2.15M | Buy |
23,126
+534
| +2% | +$49.6K | 0.29% | 83 |
|
|
2022
Q4 | $2.38M | Buy |
22,592
+6,805
| +43% | +$717K | 0.26% | 92 |
|
|
2022
Q3 | $964K | Sell |
15,787
-2,524
| -14% | -$154K | 0.22% | 106 |
|
|
2022
Q2 | $1.28M | Sell |
18,311
-29
| -0.2% | -$2.03K | 0.27% | 93 |
|
|
2022
Q1 | $1.52M | Buy |
18,340
+32
| +0.2% | +$2.65K | 0.29% | 87 |
|
|
2021
Q4 | $1.6M | Sell |
18,308
-82
| -0.4% | -$7.15K | 0.3% | 87 |
|
|
2021
Q3 | $1.6M | Buy |
18,390
+971
| +6% | +$84.6K | 0.33% | 78 |
|
|
2021
Q2 | $1.36M | Buy |
17,419
+89
| +0.5% | +$6.93K | 0.29% | 91 |
|
|
2021
Q1 | $1.22M | Buy |
17,330
+37
| +0.2% | +$2.6K | 0.28% | 89 |
|
|
2020
Q4 | $1.12M | Buy |
17,293
+997
| +6% | +$64.5K | 0.27% | 92 |
|
|
2020
Q3 | $973K | Sell |
16,296
-151
| -0.9% | -$9.02K | 0.26% | 95 |
|
|
2020
Q2 | $909K | Buy |
16,447
+678
| +4% | +$37.5K | 0.26% | 98 |
|
|
2020
Q1 | $762K | Sell |
15,769
-239
| -1% | -$11.5K | 0.26% | 93 |
|
|
2019
Q4 | $848K | Sell |
16,008
-3,045
| -16% | -$161K | 0.24% | 103 |
|
|
2019
Q3 | $1.05M | Sell |
19,053
-858
| -4% | -$47.2K | 0.31% | 90 |
|
|
2019
Q2 | $1.13M | Buy |
+19,911
| New | +$1.13M | 0.34% | 84 |
|