Brown 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
$304K Buy
+1,390
New +$304K 0.09% 78
2025
Q1
Sell
-1,348
Closed -$225K 96
2024
Q4
$225K Buy
1,348
+27
+2% +$4.5K 0.08% 77
2024
Q3
$225K Buy
+1,321
New +$225K 0.08% 79