CWM
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Centricity Wealth Management’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$594K Sell
2,717
-480
-15% -$105K 0.47% 40
2025
Q1
$447K Hold
3,197
0.41% 45
2024
Q4
$533K Buy
+3,197
New +$533K 0.5% 39