VWA
Visionary Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Buy |
15,324
+2,946
| +24% | +$644K | 0.17% | 136 |
|
|
2025
Q1 | $1.73M | Buy |
12,378
+661
| +6% | +$92.4K | 0.1% | 192 |
|
|
2024
Q4 | $1.95M | Buy |
11,717
+140
| +1% | +$23.3K | 0.11% | 173 |
|
|
2024
Q3 | $1.97M | Sell |
11,577
-432
| -4% | -$73.6K | 0.12% | 178 |
|
|
2024
Q2 | $1.7M | Buy |
12,009
+1,009
| +9% | +$142K | 0.11% | 186 |
|
|
2024
Q1 | $1.38M | Buy |
11,000
+61
| +0.6% | +$7.66K | 0.09% | 205 |
|
|
2023
Q4 | $1.15M | Buy |
10,939
+2,494
| +30% | +$263K | 0.08% | 211 |
|
|
2023
Q3 | $895K | Buy |
8,445
+588
| +7% | +$62.3K | 0.07% | 224 |
|
|
2023
Q2 | $936K | Buy |
7,857
+219
| +3% | +$26.1K | 0.07% | 214 |
|
|
2023
Q1 | $710K | Buy |
7,638
+3,245
| +74% | +$302K | 0.06% | 236 |
|
|
2022
Q4 | $359K | Buy |
4,393
+808
| +23% | +$66K | 0.03% | 287 |
|
|
2022
Q3 | $219K | Sell |
3,585
-69
| -2% | -$4.22K | 0.02% | 355 |
|
|
2022
Q2 | $255K | Sell |
3,654
-1,495
| -29% | -$104K | 0.02% | 351 |
|
|
2022
Q1 | $426K | Buy |
5,149
+1,239
| +32% | +$103K | 0.03% | 276 |
|
|
2021
Q4 | $341K | Buy |
3,910
+223
| +6% | +$19.4K | 0.03% | 277 |
|
|
2021
Q3 | $321K | Buy |
3,687
+224
| +6% | +$19.5K | 0.03% | 242 |
|
|
2021
Q2 | $270K | Sell |
3,463
-636
| -16% | -$49.6K | 0.03% | 283 |
|
|
2021
Q1 | $288K | Sell |
4,099
-268
| -6% | -$18.8K | 0.03% | 261 |
|
|
2020
Q4 | $283K | Sell |
4,367
-8
| -0.2% | -$518 | 0.03% | 244 |
|
|
2020
Q3 | $261K | Buy |
4,375
+298
| +7% | +$17.8K | 0.04% | 207 |
|
|
2020
Q2 | $225K | Sell |
4,077
-65
| -2% | -$3.59K | 0.03% | 212 |
|
|
2020
Q1 | $200K | Buy |
+4,142
| New | +$200K | 0.04% | 188 |
|