AGH Wealth Advisors’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$459K Buy
2,099
+37
+2% +$8.09K 0.38% 56
2025
Q1
$288K Sell
2,062
-581
-22% -$81.2K 0.28% 86
2024
Q4
$440K Buy
+2,643
New +$440K 0.41% 54