Cassady Schiller Wealth Management’s Oracle ORCL Stock Holding History

Cassady Schiller Wealth Management’s Portfolio ORCL Stock Details ORCL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$313K	Buy
2024 Q3	$301K	Hold
2024 Q2	$249K	Sell
2024 Q1	$253K	Buy
2023 Q4	$211K	Hold
2023 Q3	$212K	Buy
2023 Q2	$232K	Buy
2023 Q1	$166K	Hold
2022 Q4	$146K	Buy
2022 Q1	–	Sell
2021 Q4	$159K	Buy