Accredited Wealth Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$988K Sell
4,518
-47
-1% -$10.3K 0.8% 28
2025
Q1
$638K Buy
4,565
+47
+1% +$6.57K 0.54% 30
2024
Q4
$753K Buy
+4,518
New +$753K 0.66% 32