Cherry Tree Wealth Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$90.3K Sell
2025
Q1
$69.6K Hold
2024
Q4
$83K Hold
2024
Q3
$84.9K Hold
2024
Q2
$70.3K Sell
2024
Q1
$74.7K Buy
2023
Q4
$60.4K Buy
2023
Q3
$39K Hold
2023
Q2
$43.8K Buy