CPA Asset 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
Q3
$650K Buy
2025
Q2
$504K Hold
2025
Q1
$322K Hold
2024
Q4
$384K Hold
2024
Q3
$392K Hold
2024
Q2
$325K Hold
2024
Q1
$289K Sell
2023
Q4
$296K Hold
2023
Q3
$297K Hold
2023
Q2
$334K Hold
2023
Q1
$260K Buy