WFA
West Financial Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Hold |
2,289
| – | – | 0.09% | 43 |
|
|
2025
Q1 | $320K | Hold |
2,289
| – | – | 0.06% | 48 |
|
|
2024
Q4 | $381K | Buy |
2,289
+912
| +66% | +$152K | 0.07% | 48 |
|
|
2024
Q3 | $235K | Sell |
1,377
-68
| -5% | -$11.6K | 0.05% | 51 |
|
|
2024
Q2 | $204K | Sell |
1,445
-56
| -4% | -$7.91K | 0.04% | 54 |
|
|
2024
Q1 | $189K | Sell |
1,501
-100
| -6% | -$12.6K | 0.04% | 58 |
|
|
2023
Q4 | $169K | Hold |
1,601
| – | – | 0.04% | 58 |
|
|
2023
Q3 | $170K | Hold |
1,601
| – | – | 0.04% | 56 |
|
|
2023
Q2 | $191K | Sell |
1,601
-200
| -11% | -$23.8K | 0.05% | 55 |
|
|
2023
Q1 | $167K | Hold |
1,801
| – | – | 0.04% | 58 |
|
|
2022
Q4 | $147K | Sell |
1,801
-500
| -22% | -$40.9K | 0.04% | 57 |
|
|
2022
Q3 | $141K | Buy |
2,301
+141
| +7% | +$8.64K | 0.04% | 65 |
|
|
2022
Q2 | $151K | Sell |
2,160
-200
| -8% | -$14K | 0.04% | 61 |
|
|
2022
Q1 | $195K | Sell |
2,360
-75
| -3% | -$6.2K | 0.05% | 60 |
|
|
2021
Q4 | $212K | Hold |
2,435
| – | – | 0.06% | 58 |
|
|
2021
Q3 | $212K | Hold |
2,435
| – | – | 0.06% | 51 |
|
|
2021
Q2 | $190K | Sell |
2,435
-3,900
| -62% | -$304K | 0.06% | 48 |
|
|
2021
Q1 | $445K | Sell |
6,335
-19
| -0.3% | -$1.34K | 0.15% | 33 |
|
|
2020
Q4 | $411K | Buy |
+6,354
| New | +$411K | 0.15% | 34 |
|