TBWA
Three Bridge Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
13,615
-2,190
| -14% | -$479K | 0.78% | 25 |
|
|
2025
Q1 | $2.21M | Sell |
15,805
-940
| -6% | -$131K | 0.77% | 25 |
|
|
2024
Q4 | $2.79M | Sell |
16,745
-1,446
| -8% | -$241K | 0.98% | 22 |
|
|
2024
Q3 | $3.1M | Sell |
18,191
-245
| -1% | -$41.7K | 1.14% | 19 |
|
|
2024
Q2 | $2.6M | Sell |
18,436
-79
| -0.4% | -$11.2K | 1.03% | 20 |
|
|
2024
Q1 | $2.33M | Sell |
18,515
-3,461
| -16% | -$435K | 0.92% | 22 |
|
|
2023
Q4 | $2.32M | Sell |
21,976
-367
| -2% | -$38.7K | 0.8% | 22 |
|
|
2023
Q3 | $2.37M | Buy |
22,343
+24
| +0.1% | +$2.54K | 0.98% | 21 |
|
|
2023
Q2 | $2.66M | Sell |
22,319
-5,408
| -20% | -$644K | 1.13% | 19 |
|
|
2023
Q1 | $2.58M | Sell |
27,727
-6,330
| -19% | -$588K | 1.19% | 17 |
|
|
2022
Q4 | $2.78M | Sell |
34,057
-1,030
| -3% | -$84.2K | 1.49% | 15 |
|
|
2022
Q3 | $2.14M | Sell |
35,087
-546
| -2% | -$33.3K | 1.09% | 17 |
|
|
2022
Q2 | $2.49M | Sell |
35,633
-522
| -1% | -$36.5K | 1.22% | 15 |
|
|
2022
Q1 | $2.99M | Buy |
+36,155
| New | +$2.99M | 0.84% | 16 |
|