Compass Ion Advisors’s Oracle ORCL Stock Holding History

Compass Ion Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$412K	Sell
2025 Q1	$272K	Sell
2024 Q4	$331K	Sell
2024 Q3	$419K	Sell
2024 Q2	$309K	Hold
2024 Q1	$309K	Sell
2023 Q4	$260K	Buy
2023 Q3	$205K	Buy