Consilium Wealth Advisory’s Oracle ORCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,737	Closed	-$1.08M	–	98
2025 Q1	$1.08M	Sell	7,737 -237	-3%	-$33.1K	0.54%	37
2024 Q4	$1.33M	Buy	7,974 +4,437	+125%	+$739K	0.63%	34
2024 Q3	$603K	Buy	+3,537	New	+$603K	0.33%	50