WAL
W Advisors LLC’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Buy |
+1,352
| New | +$296K | 0.17% | 102 |
|
|
2025
Q1 | – | Sell |
-2,179
| Closed | -$363K | – | 123 |
|
|
2024
Q4 | $363K | Buy |
2,179
+21
| +1% | +$3.5K | 0.22% | 87 |
|
|
2024
Q3 | $368K | Buy |
2,158
+64
| +3% | +$10.9K | 0.23% | 82 |
|
|
2024
Q2 | $296K | Buy |
2,094
+14
| +0.7% | +$1.98K | 0.19% | 92 |
|
|
2024
Q1 | $261K | Buy |
2,080
+12
| +0.6% | +$1.51K | 0.18% | 97 |
|
|
2023
Q4 | $218K | Buy |
+2,068
| New | +$218K | 0.16% | 103 |
|