Cherrydale Wealth Management’s Oracle ORCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$333K	Sell	1,521 -2	-0.1%	-$437	0.12%	52
2025 Q1	$213K	Sell	1,523 -12	-0.8%	-$1.68K	0.08%	65
2024 Q4	$256K	Hold	1,535	–	–	0.1%	57
2024 Q3	$262K	Hold	1,535	–	–	0.11%	53
2024 Q2	$217K	Buy	+1,535	New	+$217K	0.1%	56