TA
TruWealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Buy |
1,900
+234
| +14% | +$51.2K | 0.02% | 122 |
|
|
2025
Q1 | $233K | Hold |
1,666
| – | – | 0.01% | 147 |
|
|
2024
Q4 | $278K | Buy |
1,666
+7
| +0.4% | +$1.17K | 0.02% | 131 |
|
|
2024
Q3 | $283K | Buy |
1,659
+26
| +2% | +$4.43K | 0.02% | 134 |
|
|
2024
Q2 | $231K | Buy |
+1,633
| New | +$231K | 0.02% | 151 |
|
|
2022
Q1 | – | Sell |
-11,947
| Closed | -$1.04M | – | 130 |
|
|
2021
Q4 | $1.04M | Buy |
11,947
+333
| +3% | +$29K | 0.11% | 60 |
|
|
2021
Q3 | $1.01M | Sell |
11,614
-1,516
| -12% | -$132K | 0.11% | 62 |
|
|
2021
Q2 | $1.02M | Buy |
13,130
+492
| +4% | +$38.3K | 0.12% | 61 |
|
|
2021
Q1 | $887K | Sell |
12,638
-47
| -0.4% | -$3.3K | 0.12% | 57 |
|
|
2020
Q4 | $821K | Buy |
+12,685
| New | +$821K | 0.12% | 59 |
|