SWA
Strata Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Sell |
1,896
-567
| -23% | -$124K | 0.11% | 55 |
|
|
2025
Q1 | $344K | Sell |
2,463
-9
| -0.4% | -$1.26K | 0.11% | 57 |
|
|
2024
Q4 | $412K | Buy |
2,472
+20
| +0.8% | +$3.33K | 0.13% | 54 |
|
|
2024
Q3 | $418K | Buy |
2,452
+42
| +2% | +$7.16K | 0.13% | 52 |
|
|
2024
Q2 | $340K | Buy |
2,410
+800
| +50% | +$113K | 0.12% | 54 |
|
|
2024
Q1 | $202K | Buy |
+1,610
| New | +$202K | 0.07% | 73 |
|