DWA
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Delap Wealth Advisory’s Oracle ORCL Stock Holding History

Delap Wealth Advisory’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,913
Closed -$366K – 241
2024
Q1 		$366K Buy
2,913
+641
+28% +$80.5K 0.15% 118
2023
Q4 		$240K Buy
+2,272
New +$240K 0.11% 80