CBIZ Investment Advisory Services’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$167K Buy
2025
Q2
$123K Sell
2025
Q1
$101K Buy
2024
Q4
$100K Buy
2024
Q3
$99.1K Buy
2024
Q2
$66.6K Hold
2024
Q1
$59.2K Buy
2020
Q2
Hold
2020
Q1
Hold