CPA
Capital Performance Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Sell |
3,660
-147
| -4% | -$32.1K | 0.16% | 73 |
|
|
2025
Q1 | $532K | Buy |
3,807
+1,502
| +65% | +$210K | 0.12% | 96 |
|
|
2024
Q4 | $384K | Sell |
2,305
-368
| -14% | -$61.3K | 0.12% | 73 |
|
|
2024
Q3 | $455K | Buy |
2,673
+1,208
| +82% | +$206K | 0.14% | 53 |
|
|
2024
Q2 | $207K | Buy |
+1,465
| New | +$207K | 0.08% | 85 |
|