TWA
TCI Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Buy |
4,187
+667
| +19% | +$146K | 0.06% | 106 |
|
|
2025
Q1 | $492K | Sell |
3,520
-1,021
| -22% | -$143K | 0.04% | 129 |
|
|
2024
Q4 | $757K | Sell |
4,541
-379
| -8% | -$63.2K | 0.06% | 96 |
|
|
2024
Q3 | $838K | Buy |
4,920
+641
| +15% | +$109K | 0.07% | 92 |
|
|
2024
Q2 | $604K | Buy |
4,279
+81
| +2% | +$11.4K | 0.06% | 108 |
|
|
2024
Q1 | $527K | Buy |
4,198
+394
| +10% | +$49.5K | 0.05% | 118 |
|
|
2023
Q4 | $401K | Sell |
3,804
-32
| -0.8% | -$3.37K | 0.04% | 136 |
|
|
2023
Q3 | $406K | Sell |
3,836
-2
| -0.1% | -$212 | 0.05% | 122 |
|
|
2023
Q2 | $457K | Buy |
3,838
+7
| +0.2% | +$834 | 0.06% | 119 |
|
|
2023
Q1 | $356K | Sell |
3,831
-413
| -10% | -$38.4K | 0.05% | 131 |
|
|
2022
Q4 | $347K | Buy |
4,244
+1,578
| +59% | +$129K | 0.05% | 129 |
|
|
2022
Q3 | $163K | Sell |
2,666
-24
| -0.9% | -$1.47K | 0.03% | 182 |
|
|
2022
Q2 | $188K | Buy |
2,690
+337
| +14% | +$23.6K | 0.03% | 171 |
|
|
2022
Q1 | $194K | Sell |
2,353
-960
| -29% | -$79.2K | 0.03% | 177 |
|
|
2021
Q4 | $289K | Buy |
3,313
+207
| +7% | +$18.1K | 0.04% | 142 |
|
|
2021
Q3 | $271K | Buy |
3,106
+748
| +32% | +$65.3K | 0.04% | 140 |
|
|
2021
Q2 | $184K | Sell |
2,358
-804
| -25% | -$62.7K | 0.03% | 175 |
|
|
2021
Q1 | $222K | Buy |
3,162
+210
| +7% | +$14.7K | 0.09% | 140 |
|
|
2020
Q4 | $191K | Sell |
2,952
-2,316
| -44% | -$150K | 0.09% | 143 |
|
|
2020
Q3 | $314K | Hold |
5,268
| – | – | 0.12% | 108 |
|
|
2020
Q2 | $291K | Buy |
5,268
+232
| +5% | +$12.8K | 0.12% | 110 |
|
|
2020
Q1 | $243K | Sell |
5,036
-580
| -10% | -$28K | 0.12% | 116 |
|
|
2019
Q4 | $298K | Buy |
5,616
+182
| +3% | +$9.66K | 0.12% | 130 |
|
|
2019
Q3 | $299K | Sell |
5,434
-5
| -0.1% | -$275 | 0.13% | 114 |
|
|
2019
Q2 | $310K | Sell |
5,439
-140
| -3% | -$7.98K | 0.14% | 108 |
|
|
2019
Q1 | $300K | Sell |
5,579
-168
| -3% | -$9.03K | 0.13% | 111 |
|
|
2018
Q4 | $259K | Sell |
5,747
-274
| -5% | -$12.3K | 0.13% | 115 |
|
|
2018
Q3 | $310K | Sell |
6,021
-265
| -4% | -$13.6K | 0.13% | 114 |
|
|
2018
Q2 | $277K | Buy |
6,286
+890
| +16% | +$39.2K | 0.12% | 123 |
|
|
2018
Q1 | $247K | Sell |
5,396
-131
| -2% | -$6K | 0.11% | 127 |
|
|
2017
Q4 | $261K | Buy |
5,527
+100
| +2% | +$4.72K | 0.11% | 133 |
|
|
2017
Q3 | $262K | Buy |
5,427
+253
| +5% | +$12.2K | 0.13% | 117 |
|
|
2017
Q2 | $259K | Sell |
5,174
-166
| -3% | -$8.31K | 0.13% | 110 |
|
|
2017
Q1 | $238K | Sell |
5,340
-530
| -9% | -$23.6K | 0.12% | 114 |
|
|
2016
Q4 | $226K | Buy |
5,870
+457
| +8% | +$17.6K | 0.12% | 126 |
|
|
2016
Q3 | $213K | Sell |
5,413
-39
| -0.7% | -$1.54K | 0.12% | 125 |
|
|
2016
Q2 | $223K | Sell |
5,452
-777
| -12% | -$31.8K | 0.12% | 120 |
|
|
2016
Q1 | $255K | Sell |
6,229
-2,758
| -31% | -$113K | 0.14% | 110 |
|
|
2015
Q4 | $328K | Buy |
8,987
+2,277
| +34% | +$83.1K | 0.18% | 95 |
|
|
2015
Q3 | $242K | Hold |
6,710
| – | – | 0.15% | 113 |
|
|
2015
Q2 | $270K | Buy |
6,710
+678
| +11% | +$27.3K | 0.15% | 106 |
|
|
2015
Q1 | $260K | Sell |
6,032
-956
| -14% | -$41.2K | 0.16% | 97 |
|
|
2014
Q4 | $314K | Sell |
6,988
-220
| -3% | -$9.89K | 0.19% | 89 |
|
|
2014
Q3 | $276K | Hold |
7,208
| – | – | 0.17% | 97 |
|
|
2014
Q2 | $292K | Buy |
7,208
+600
| +9% | +$24.3K | 0.18% | 99 |
|
|
2014
Q1 | $270K | Sell |
6,608
-1,900
| -22% | -$77.6K | 0.18% | 100 |
|
|
2013
Q4 | $326K | Buy |
8,508
+1,900
| +29% | +$72.8K | 0.2% | 84 |
|
|
2013
Q3 | $219K | Hold |
6,608
| – | – | 0.17% | 95 |
|
|
2013
Q2 | $203K | Buy |
+6,608
| New | +$203K | 0.15% | 100 |
|