WA
Wealth Architects’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $747K | Sell |
3,419
-263
| -7% | -$57.5K | 0.08% | 117 |
|
|
2025
Q1 | $515K | Buy |
3,682
+14
| +0.4% | +$1.96K | 0.06% | 135 |
|
|
2024
Q4 | $611K | Sell |
3,668
-620
| -14% | -$103K | 0.07% | 108 |
|
|
2024
Q3 | $731K | Buy |
4,288
+161
| +4% | +$27.4K | 0.08% | 99 |
|
|
2024
Q2 | $583K | Buy |
4,127
+252
| +7% | +$35.6K | 0.07% | 111 |
|
|
2024
Q1 | $487K | Sell |
3,875
-44
| -1% | -$5.53K | 0.06% | 120 |
|
|
2023
Q4 | $413K | Buy |
3,919
+410
| +12% | +$43.2K | 0.06% | 127 |
|
|
2023
Q3 | $372K | Sell |
3,509
-15
| -0.4% | -$1.59K | 0.06% | 129 |
|
|
2023
Q2 | $420K | Buy |
3,524
+70
| +2% | +$8.34K | 0.07% | 127 |
|
|
2023
Q1 | $321K | Buy |
3,454
+6
| +0.2% | +$558 | 0.06% | 133 |
|
|
2022
Q4 | $282K | Buy |
3,448
+134
| +4% | +$11K | 0.05% | 142 |
|
|
2022
Q3 | $202K | Sell |
3,314
-1,420
| -30% | -$86.6K | 0.04% | 159 |
|
|
2022
Q2 | $331K | Buy |
4,734
+271
| +6% | +$18.9K | 0.06% | 131 |
|
|
2022
Q1 | $369K | Buy |
4,463
+34
| +0.8% | +$2.81K | 0.06% | 137 |
|
|
2021
Q4 | $386K | Buy |
4,429
+335
| +8% | +$29.2K | 0.07% | 134 |
|
|
2021
Q3 | $357K | Sell |
4,094
-158
| -4% | -$13.8K | 0.07% | 129 |
|
|
2021
Q2 | $331K | Sell |
4,252
-141
| -3% | -$11K | 0.06% | 125 |
|
|
2021
Q1 | $308K | Buy |
4,393
+33
| +0.8% | +$2.31K | 0.07% | 118 |
|
|
2020
Q4 | $282K | Buy |
4,360
+219
| +5% | +$14.2K | 0.07% | 119 |
|
|
2020
Q3 | $247K | Sell |
4,141
-3,994
| -49% | -$238K | 0.07% | 126 |
|
|
2020
Q2 | $450K | Sell |
8,135
-161
| -2% | -$8.91K | 0.13% | 74 |
|
|
2020
Q1 | $401K | Sell |
8,296
-230
| -3% | -$11.1K | 0.14% | 75 |
|
|
2019
Q4 | $452K | Sell |
8,526
-513
| -6% | -$27.2K | 0.13% | 73 |
|
|
2019
Q3 | $497K | Buy |
9,039
+357
| +4% | +$19.6K | 0.15% | 61 |
|
|
2019
Q2 | $495K | Buy |
8,682
+386
| +5% | +$22K | 0.15% | 60 |
|
|
2019
Q1 | $446K | Sell |
8,296
-169
| -2% | -$9.09K | 0.14% | 66 |
|
|
2018
Q4 | $382K | Buy |
8,465
+129
| +2% | +$5.82K | 0.14% | 69 |
|
|
2018
Q3 | $430K | Buy |
8,336
+151
| +2% | +$7.79K | 0.13% | 69 |
|
|
2018
Q2 | $361K | Sell |
8,185
-200
| -2% | -$8.82K | 0.12% | 72 |
|
|
2018
Q1 | $384K | Sell |
8,385
-6,094
| -42% | -$279K | 0.13% | 69 |
|
|
2017
Q4 | $685K | Buy |
14,479
+1,621
| +13% | +$76.7K | 0.22% | 47 |
|
|
2017
Q3 | $622K | Sell |
12,858
-259
| -2% | -$12.5K | 0.22% | 52 |
|
|
2017
Q2 | $657K | Sell |
13,117
-7
| -0.1% | -$351 | 0.24% | 53 |
|
|
2017
Q1 | $585K | Sell |
13,124
-212
| -2% | -$9.45K | 0.23% | 51 |
|
|
2016
Q4 | $513K | Sell |
13,336
-2,025
| -13% | -$77.9K | 0.23% | 56 |
|
|
2016
Q3 | $603K | Sell |
15,361
-128
| -0.8% | -$5.03K | 0.28% | 45 |
|
|
2016
Q2 | $633K | Buy |
15,489
+1,541
| +11% | +$63K | 0.31% | 43 |
|
|
2016
Q1 | $571K | Sell |
13,948
-287
| -2% | -$11.7K | 0.29% | 51 |
|
|
2015
Q4 | $520K | Sell |
14,235
-125
| -0.9% | -$4.57K | 0.26% | 58 |
|
|
2015
Q3 | $519K | Sell |
14,360
-1,954
| -12% | -$70.6K | 0.28% | 52 |
|
|
2015
Q2 | $657K | Buy |
16,314
+2,264
| +16% | +$91.2K | 0.35% | 42 |
|
|
2015
Q1 | $606K | Sell |
14,050
-107
| -0.8% | -$4.62K | 0.35% | 38 |
|
|
2014
Q4 | $637K | Buy |
+14,157
| New | +$637K | 0.37% | 38 |
|