WA
WP Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $685K | Buy |
3,133
+46
| +1% | +$10.1K | 0.19% | 65 |
|
|
2025
Q1 | $432K | Buy |
3,087
+6
| +0.2% | +$839 | 0.14% | 77 |
|
|
2024
Q4 | $513K | Buy |
3,081
+7
| +0.2% | +$1.17K | 0.17% | 70 |
|
|
2024
Q3 | $524K | Sell |
3,074
-14,991
| -83% | -$2.55M | 0.19% | 67 |
|
|
2024
Q2 | $449K | Buy |
18,065
+15,057
| +501% | +$374K | 0.14% | 79 |
|
|
2024
Q1 | $378K | Sell |
3,008
-7
| -0.2% | -$879 | 0.12% | 86 |
|
|
2023
Q4 | $318K | Buy |
3,015
+1,021
| +51% | +$108K | 0.12% | 85 |
|
|
2023
Q3 | $211K | Buy |
1,994
+7
| +0.4% | +$741 | 0.09% | 96 |
|
|
2023
Q2 | $237K | Buy |
+1,987
| New | +$237K | 0.09% | 91 |
|
|
2019
Q2 | – | Sell |
-1,903
| Closed | -$1.02K | – | 133 |
|
|
2019
Q1 | $1.02K | Buy |
+1,903
| New | +$1.02K | 0.11% | 87 |
|
|
2018
Q4 | – | Sell |
-1,889
| Closed | -$97K | – | 180 |
|
|
2018
Q3 | $97K | Buy |
1,889
+8
| +0.4% | +$411 | 0.09% | 96 |
|
|
2018
Q2 | $83K | Buy |
+1,881
| New | +$83K | 0.08% | 101 |
|