Cedar Brook Financial Partners’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$849K Sell
2023
Q4
$713K Buy
2023
Q3
$482K Buy
2023
Q2
$537K Sell
2023
Q1
$421K Buy
2022
Q4
$366K Sell
2022
Q3
$295K Buy
2022
Q2
Sell
2022
Q1
$236K Sell
2021
Q4
$265K Buy
2021
Q3
$219K Buy