WAG
Wiser Advisor Group’s Oracle ORCL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-879
| Closed | -$123K | – | 187 |
|
2025
Q1 | $123K | Buy |
879
+2
| +0.2% | +$280 | 0.18% | 60 |
|
2024
Q4 | $146K | Buy |
877
+2
| +0.2% | +$333 | 0.21% | 56 |
|
2024
Q3 | $149K | Buy |
875
+2
| +0.2% | +$341 | 0.22% | 55 |
|
2024
Q2 | $123K | Buy |
873
+4
| +0.5% | +$565 | 0.19% | 60 |
|
2024
Q1 | $109K | Buy |
869
+2
| +0.2% | +$251 | 0.17% | 62 |
|
2023
Q4 | $91.4K | Buy |
+867
| New | +$91.4K | 0.15% | 64 |
|