WA
Wealthstream Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Buy |
2,813
+818
| +41% | +$179K | 0.1% | 71 |
|
|
2025
Q1 | $279K | Buy |
1,995
+87
| +5% | +$12.2K | 0.05% | 121 |
|
|
2024
Q4 | $318K | Buy |
1,908
+21
| +1% | +$3.5K | 0.06% | 103 |
|
|
2024
Q3 | $321K | Buy |
1,887
+170
| +10% | +$29K | 0.06% | 102 |
|
|
2024
Q2 | $242K | Buy |
1,717
+39
| +2% | +$5.51K | 0.09% | 116 |
|
|
2024
Q1 | $211K | Buy |
+1,678
| New | +$211K | 0.08% | 128 |
|
|
2022
Q1 | – | Sell |
-2,505
| Closed | -$218K | – | 74 |
|
|
2021
Q4 | $218K | Buy |
+2,505
| New | +$218K | 0.19% | 62 |
|