Aletheian Wealth Advisors’s Oracle ORCL Stock Holding History

Aletheian Wealth Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$415K	Buy
2025 Q1	$261K	Buy
2024 Q4	$295K	Buy
2024 Q3	$279K	Sell
2024 Q2	$1.49M	Buy
2024 Q1	$1.3M	Buy
2023 Q4	–	Sell
2023 Q3	$645K	Hold
2023 Q2	$725K	Buy
2023 Q1	–	Sell
2022 Q4	$361K	Buy