Cyndeo Wealth Partners’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
$29.1M Sell
2025
Q2
$23.3M Buy
2025
Q1
$14.6M Buy
2024
Q4
$12.4M Buy
2024
Q3
$12.5M Sell
2024
Q2
$10.8M Buy
2024
Q1
$8.39M Sell
2023
Q4
$7.27M Sell
2023
Q3
$7.72M Buy
2023
Q2
$7.67M Sell
2023
Q1
$6.66M Buy
2022
Q4
$654K Buy