Capasso Planning Partners’s Oracle ORCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$303K	Sell	1,384 -651	-32%	-$142K	0.17%	66
2025 Q1	$285K	Buy	+2,035	New	+$285K	0.12%	88
2024 Q4	–	Sell	-1,213	Closed	-$207K	–	134
2024 Q3	$207K	Buy	+1,213	New	+$207K	0.06%	144