Caldwell Investment Management’s Oracle ORCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,900	Closed	-$983K	–	37
2024 Q4	$983K	Hold	5,900	–	–	0.66%	32
2024 Q3	$995K	Buy	+5,900	New	+$995K	0.7%	27