Avantra Family Wealth’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$540K Buy
2,469
+1
+0% +$219 0.45% 63
2025
Q1
$345K Hold
2,468
0.33% 107
2024
Q4
$411K Buy
+2,468
New +$411K 0.38% 99