West Financial Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $644K | Hold |
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|
2025
Q2 | $500K | Hold |
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|
2025
Q1 | $320K | Hold |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $235K | Sell |
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|
2024
Q2 | $204K | Sell |
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|
2024
Q1 | $189K | Sell |
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|
2023
Q4 | $169K | Hold |
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|
2023
Q3 | $170K | Hold |
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|
2023
Q2 | $191K | Sell |
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|
2023
Q1 | $167K | Hold |
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|
2022
Q4 | $147K | Sell |
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|
2022
Q3 | $141K | Buy |
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|
2022
Q2 | $151K | Sell |
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|
2022
Q1 | $195K | Sell |
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|
2021
Q4 | $212K | Hold |
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|
2021
Q3 | $212K | Hold |
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|
2021
Q2 | $190K | Sell |
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|
2021
Q1 | $445K | Sell |
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|
2020
Q4 | $411K | Buy |
|