WIA
World Investment Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
66,189
+5,280
| +9% | +$1.15M | 0.33% | 60 |
|
|
2025
Q1 | $8.52M | Sell |
60,909
-6,157
| -9% | -$861K | 0.22% | 109 |
|
|
2024
Q4 | $11.2M | Sell |
67,066
-4,093
| -6% | -$682K | 0.31% | 70 |
|
|
2024
Q3 | $12.1M | Buy |
71,159
+46,790
| +192% | +$7.97M | 0.38% | 57 |
|
|
2024
Q2 | $3.44M | Buy |
24,369
+18,707
| +330% | +$2.64M | 0.21% | 97 |
|
|
2024
Q1 | $711K | Sell |
5,662
-1,585
| -22% | -$199K | 0.1% | 179 |
|
|
2023
Q4 | $764K | Buy |
7,247
+4,551
| +169% | +$480K | 0.1% | 171 |
|
|
2023
Q3 | $286K | Hold |
2,696
| – | – | 0.06% | 208 |
|
|
2023
Q2 | $321K | Sell |
2,696
-8
| -0.3% | -$953 | 0.06% | 190 |
|
|
2023
Q1 | $251K | Hold |
2,704
| – | – | 0.05% | 197 |
|
|
2022
Q4 | $221K | Sell |
2,704
-1,504
| -36% | -$123K | 0.05% | 213 |
|
|
2022
Q3 | $257K | Sell |
4,208
-47
| -1% | -$2.87K | 0.06% | 198 |
|
|
2022
Q2 | $329K | Sell |
4,255
-52
| -1% | -$4.02K | 0.07% | 187 |
|
|
2022
Q1 | $356K | Buy |
4,307
+38
| +0.9% | +$3.14K | 0.07% | 182 |
|
|
2021
Q4 | $349K | Buy |
+4,269
| New | +$349K | 0.07% | 181 |
|