BCU 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	$270K	Buy	+1,235	New	+$270K	0.12%	48
2025 Q1	–	Sell	-1,231	Closed	-$205K	–	56
2024 Q4	$205K	Buy	1,231 +1	+0.1%	+$167	0.12%	53
2024 Q3	$210K	Buy	+1,230	New	+$210K	0.12%	48