TCWA
Turtle Creek Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
+5,116
| New | +$1.12M | 0.13% | 110 |
|
|
2024
Q4 | – | Sell |
-2,664
| Closed | -$454K | – | 142 |
|
|
2024
Q3 | $454K | Buy |
2,664
+209
| +9% | +$35.6K | 0.09% | 108 |
|
|
2024
Q2 | $347K | Buy |
2,455
+518
| +27% | +$73.1K | 0.08% | 112 |
|
|
2024
Q1 | $243K | Sell |
1,937
-522
| -21% | -$65.6K | 0.06% | 133 |
|
|
2023
Q4 | $259K | Buy |
+2,459
| New | +$259K | 0.08% | 126 |
|