AssuredPartners Investment 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	$1.11M	Sell	5,100 -2,267	-31%	-$496K	0.27%	70
2025 Q1	$1.03M	Buy	7,367 +2,756	+60%	+$385K	0.2%	125
2024 Q4	$768K	Buy	+4,611	New	+$768K	0.15%	144