WWA
WCG Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.46M | Sell |
38,701
-5,337
| -12% | -$1.17M | 0.55% | 51 |
|
|
2025
Q1 | $6.16M | Sell |
44,038
-6,484
| -13% | -$907K | 0.47% | 68 |
|
|
2024
Q4 | $8.42M | Sell |
50,522
-6,378
| -11% | -$1.06M | 0.56% | 52 |
|
|
2024
Q3 | $9.7M | Buy |
56,900
+298
| +0.5% | +$50.8K | 0.65% | 43 |
|
|
2024
Q2 | $7.99M | Buy |
56,602
+12,014
| +27% | +$1.7M | 0.59% | 50 |
|
|
2024
Q1 | $5.6M | Sell |
44,588
-22,622
| -34% | -$2.84M | 0.47% | 61 |
|
|
2023
Q4 | $7.09M | Buy |
67,210
+2,085
| +3% | +$220K | 0.52% | 55 |
|
|
2023
Q3 | $7.06M | Buy |
65,125
+12,459
| +24% | +$1.35M | 0.52% | 55 |
|
|
2023
Q2 | $6.27M | Sell |
52,666
-6,941
| -12% | -$827K | 0.73% | 40 |
|
|
2023
Q1 | $5.54M | Buy |
59,607
+7,925
| +15% | +$736K | 0.71% | 41 |
|
|
2022
Q4 | $4.22M | Buy |
51,682
+8,152
| +19% | +$666K | 0.58% | 45 |
|
|
2022
Q3 | $2.9M | Buy |
43,530
+2,493
| +6% | +$166K | 0.38% | 58 |
|
|
2022
Q2 | $2.87M | Buy |
+41,037
| New | +$2.87M | 0.4% | 58 |
|