TWA
Talisman Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Buy |
3,086
+59
| +2% | +$12.9K | 0.62% | 43 |
|
|
2025
Q1 | $423K | Buy |
3,027
+2
| +0.1% | +$280 | 0.43% | 57 |
|
|
2024
Q4 | $504K | Buy |
3,025
+13
| +0.4% | +$2.17K | 0.53% | 49 |
|
|
2024
Q3 | $511K | Buy |
3,012
+25
| +0.8% | +$4.24K | 0.54% | 49 |
|
|
2024
Q2 | $422K | Sell |
2,987
-3
| -0.1% | -$424 | 0.49% | 55 |
|
|
2024
Q1 | $376K | Buy |
2,990
+4
| +0.1% | +$502 | 0.47% | 57 |
|
|
2023
Q4 | $315K | Buy |
+2,986
| New | +$315K | 0.47% | 63 |
|