Brass Tax Wealth Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Buy
6,162
+32
+0.5% +$7K 0.26% 50
2025
Q1
$857K Hold
6,130
0.18% 67
2024
Q4
$1.02M Buy
6,130
+211
+4% +$35.2K 0.22% 51
2024
Q3
$1.01M Buy
5,919
+31
+0.5% +$5.28K 0.22% 49
2024
Q2
$831K Buy
5,888
+1,170
+25% +$165K 0.36% 43
2024
Q1
$593K Buy
+4,718
New +$593K 0.31% 47