WAAG

Wealth Alliance Advisory Group’s Oracle ORCL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.57M	Buy	20,902 +1,746	+9%	+$382K	0.87%	26
2025 Q1	$2.68M	Buy	19,156 +490	+3%	+$68.5K	0.56%	38
2024 Q4	$3.11M	Buy	18,666 +1,306	+8%	+$218K	0.66%	32
2024 Q3	$2.96M	Buy	17,360 +1,113	+7%	+$190K	0.62%	33
2024 Q2	$2.29M	Buy	16,247 +6,466	+66%	+$913K	0.52%	39
2024 Q1	$1.23M	Hold	9,781	–	–	0.29%	57
2023 Q4	$1.03M	Hold	9,781	–	–	0.27%	61
2023 Q3	$1.04M	Sell	9,781 -400	-4%	-$42.4K	0.31%	55
2023 Q2	$1.21M	Buy	10,181 +550	+6%	+$65.5K	0.43%	42
2023 Q1	$895K	Hold	9,631	–	–	0.33%	51
2022 Q4	$787K	Hold	9,631	–	–	0.3%	56
2022 Q3	$588K	Hold	9,631	–	–	0.26%	60
2022 Q2	$673K	Hold	9,631	–	–	0.32%	53
2022 Q1	$797K	Sell	9,631 -150	-2%	-$12.4K	0.35%	51
2021 Q4	$853K	Sell	9,781 -784	-7%	-$68.4K	0.37%	46
2021 Q3	$921K	Hold	10,565	–	–	0.45%	41
2021 Q2	$822K	Hold	10,565	–	–	0.4%	46
2021 Q1	$741K	Sell	10,565 -416	-4%	-$29.2K	0.38%	50
2020 Q4	$710K	Sell	10,981 -250	-2%	-$16.2K	0.38%	46
2020 Q3	$670K	Hold	11,231	–	–	0.4%	46
2020 Q2	$621K	Hold	11,231	–	–	0.38%	47
2020 Q1	$543K	Sell	11,231 -17	-0.2%	-$822	0.42%	45
2019 Q4	$596K	Hold	11,248	–	–	0.34%	49
2019 Q3	$640K	Hold	11,248	–	–	0.4%	45
2019 Q2	$670K	Hold	11,248	–	–	0.41%	47
2019 Q1	$607K	Sell	11,248 -431	-4%	-$23.3K	0.39%	48
2018 Q4	$527K	Hold	11,679	–	–	0.39%	49
2018 Q3	$602K	Buy	11,679 +600	+5%	+$30.9K	0.31%	59
2018 Q2	$488K	Buy	11,079 +5,231	+89%	+$230K	0.27%	63
2018 Q1	$268K	Buy	5,848 +100	+2%	+$4.58K	0.16%	89
2017 Q4	$272K	Buy	+5,748	New	+$272K	0.24%	74