WCFA
Walkner Condon Financial Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
1,988
+105
| +6% | +$23K | 0.08% | 179 |
|
|
2025
Q1 | $263K | Buy |
1,883
+64
| +4% | +$8.95K | 0.05% | 223 |
|
|
2024
Q4 | $303K | Sell |
1,819
-4
| -0.2% | -$667 | 0.06% | 213 |
|
|
2024
Q3 | $311K | Buy |
1,823
+76
| +4% | +$13K | 0.06% | 211 |
|
|
2024
Q2 | $247K | Buy |
1,747
+29
| +2% | +$4.1K | 0.05% | 222 |
|
|
2024
Q1 | $216K | Buy |
+1,718
| New | +$216K | 0.05% | 254 |
|