VWA
V Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.97M | Sell |
18,567
-10,104
| -35% | -$1.07M | 1.58% | 12 |
|
|
2023
Q2 | $3.41M | Sell |
28,671
-99
| -0.3% | -$11.8K | 0.57% | 34 |
|
|
2023
Q1 | $2.67M | Sell |
28,770
-266
| -0.9% | -$24.7K | 0.5% | 39 |
|
|
2022
Q4 | $2.37M | Buy |
29,036
+7,747
| +36% | +$633K | 0.49% | 40 |
|
|
2022
Q3 | $1.3M | Sell |
21,289
-297
| -1% | -$18.1K | 0.26% | 87 |
|
|
2022
Q2 | $1.51M | Buy |
21,586
+4
| +0% | +$279 | 0.28% | 83 |
|
|
2022
Q1 | $1.79M | Buy |
21,582
+978
| +5% | +$80.9K | 0.29% | 76 |
|
|
2021
Q4 | $1.8M | Sell |
20,604
-1,372
| -6% | -$120K | 0.26% | 82 |
|
|
2021
Q3 | $1.92M | Buy |
21,976
+284
| +1% | +$24.7K | 0.3% | 72 |
|
|
2021
Q2 | $1.69M | Buy |
21,692
+74
| +0.3% | +$5.76K | 0.27% | 88 |
|
|
2021
Q1 | $1.52M | Buy |
21,618
+614
| +3% | +$43.1K | 0.28% | 90 |
|
|
2020
Q4 | $1.36M | Buy |
21,004
+1,809
| +9% | +$117K | 0.28% | 88 |
|
|
2020
Q3 | $1.15M | Sell |
19,195
-20,016
| -51% | -$1.2M | 0.79% | 33 |
|
|
2020
Q2 | $2.17M | Buy |
39,211
+10,090
| +35% | +$558K | 0.56% | 29 |
|
|
2020
Q1 | $1.41M | Buy |
+29,121
| New | +$1.41M | 0.44% | 50 |
|
|
2017
Q3 | – | Sell |
-947
| Closed | -$48K | – | 547 |
|
|
2017
Q2 | $48K | Buy |
+947
| New | +$48K | 0.02% | 325 |
|