WFAG
Worth Financial Advisory Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Buy |
2,182
+28
| +1% | +$6.12K | 0.29% | 85 |
|
|
2025
Q1 | $301K | Sell |
2,154
-3,907
| -64% | -$546K | 0.19% | 115 |
|
|
2024
Q4 | $1.01M | Sell |
6,061
-80
| -1% | -$13.3K | 0.62% | 41 |
|
|
2024
Q3 | $1.05M | Buy |
6,141
+119
| +2% | +$20.3K | 0.61% | 39 |
|
|
2024
Q2 | $850K | Buy |
6,022
+921
| +18% | +$130K | 0.56% | 45 |
|
|
2024
Q1 | $641K | Buy |
5,101
+419
| +9% | +$52.6K | 0.44% | 63 |
|
|
2023
Q4 | $494K | Buy |
4,682
+405
| +9% | +$42.7K | 0.39% | 68 |
|
|
2023
Q3 | $453K | Buy |
4,277
+937
| +28% | +$99.3K | 0.41% | 69 |
|
|
2023
Q2 | $398K | Buy |
+3,340
| New | +$398K | 0.37% | 75 |
|