WIA
Wetzel Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+922
| New | +$202K | 0.09% | 122 |
|
|
2024
Q3 | – | Sell |
-710
| Closed | -$89.2K | – | 653 |
|
|
2024
Q2 | $89.2K | Sell |
710
-453
| -39% | -$56.9K | 0.05% | 183 |
|
|
2024
Q1 | $135K | Sell |
1,163
-152
| -12% | -$17.6K | 0.08% | 152 |
|
|
2023
Q4 | $139K | Buy |
+1,315
| New | +$139K | 0.09% | 145 |
|