WANY
Wealthspire Advisors (New York)’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.53M | Sell |
20,701
-326
| -2% | -$71.3K | 0.03% | 168 |
|
|
2025
Q1 | $2.94M | Sell |
21,027
-754
| -3% | -$105K | 0.02% | 216 |
|
|
2024
Q4 | $3.63M | Buy |
21,781
+835
| +4% | +$139K | 0.04% | 175 |
|
|
2024
Q3 | $3.57M | Buy |
20,946
+1,600
| +8% | +$273K | 0.04% | 170 |
|
|
2024
Q2 | $2.73M | Buy |
19,346
+251
| +1% | +$35.4K | 0.04% | 163 |
|
|
2024
Q1 | $2.4M | Sell |
19,095
-1,363
| -7% | -$171K | 0.03% | 176 |
|
|
2023
Q4 | $2.16M | Buy |
20,458
+1,372
| +7% | +$145K | 0.03% | 182 |
|
|
2023
Q3 | $2.02M | Buy |
19,086
+8,453
| +79% | +$895K | 0.03% | 172 |
|
|
2023
Q2 | $1.27M | Buy |
10,633
+373
| +4% | +$44.4K | 0.02% | 217 |
|
|
2023
Q1 | $953K | Sell |
10,260
-4,271
| -29% | -$397K | 0.02% | 249 |
|
|
2022
Q4 | $1.19M | Buy |
14,531
+4,830
| +50% | +$395K | 0.02% | 229 |
|
|
2022
Q3 | $592K | Buy |
9,701
+3,243
| +50% | +$198K | 0.01% | 302 |
|
|
2022
Q2 | $451K | Buy |
6,458
+939
| +17% | +$65.6K | 0.01% | 331 |
|
|
2022
Q1 | $457K | Sell |
5,519
-11,724
| -68% | -$971K | 0.01% | 285 |
|
|
2021
Q4 | $1.5M | Buy |
17,243
+2,761
| +19% | +$241K | 0.03% | 173 |
|
|
2021
Q3 | $1.26M | Buy |
14,482
+7,535
| +108% | +$657K | 0.03% | 218 |
|
|
2021
Q2 | $541K | Sell |
6,947
-29,180
| -81% | -$2.27M | 0.01% | 218 |
|
|
2021
Q1 | $2.54M | Buy |
36,127
+5,321
| +17% | +$373K | 0.06% | 149 |
|
|
2020
Q4 | $1.99M | Buy |
30,806
+6,915
| +29% | +$447K | 0.06% | 138 |
|
|
2020
Q3 | $1.43M | Buy |
23,891
+3,481
| +17% | +$208K | 0.08% | 104 |
|
|
2020
Q2 | $1.13M | Sell |
20,410
-28,374
| -58% | -$1.57M | 0.08% | 99 |
|
|
2020
Q1 | $2.36M | Buy |
48,784
+36,889
| +310% | +$1.78M | 0.1% | 113 |
|
|
2019
Q4 | $630K | Sell |
11,895
-4,682
| -28% | -$248K | 0.05% | 89 |
|
|
2019
Q3 | $912K | Buy |
16,577
+10,412
| +169% | +$573K | 0.07% | 52 |
|
|
2019
Q2 | $351K | Buy |
+6,165
| New | +$351K | 0.03% | 61 |
|
|
2019
Q1 | – | Sell |
-3,473
| Closed | -$157K | – | 575 |
|
|
2018
Q4 | $157K | Buy |
+3,473
| New | +$157K | 0.02% | 78 |
|