AWM
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Aegis Wealth Management’s Oracle ORCL Stock Holding History

Aegis Wealth Management’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$245K Hold
1,754
– – 0.15% 105
2025
Q1 		$245K Buy
1,754
+100
+6% +$14K 0.14% 110
2024
Q4 		$276K Buy
+1,654
New +$276K 0.19% 90