VWA
Valued Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.7K | Sell |
195
-14
| -7% | -$3.07K | 0.02% | 94 |
|
|
2025
Q1 | $29.2K | Buy |
209
+4
| +2% | +$560 | 0.02% | 125 |
|
|
2024
Q4 | $34.2K | Sell |
205
-12
| -6% | -$2K | 0.02% | 110 |
|
|
2024
Q3 | $37K | Buy |
217
+25
| +13% | +$4.26K | 0.02% | 95 |
|
|
2024
Q2 | $27.1K | Buy |
192
+34
| +22% | +$4.8K | 0.02% | 106 |
|
|
2024
Q1 | $19.8K | Buy |
158
+51
| +48% | +$6.4K | 0.01% | 128 |
|
|
2023
Q4 | $11.3K | Buy |
+107
| New | +$11.3K | 0.01% | 107 |
|