Avitas Wealth Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$2.73M Buy
2024
Q3
$2.78M Buy
2024
Q2
$2.27M Buy
2024
Q1
$2.02M Sell
2023
Q4
$2.01M Buy
2023
Q3
$1.97M Buy
2023
Q2
$1.82M Buy
2023
Q1
$1.1M Buy
2022
Q2
Sell
2022
Q1
$375K Buy