Elwood & Goetz Wealth Advisory Group’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$389K Buy
+1,778
New +$389K 0.08% 72
2025
Q1
Sell
-1,410
Closed -$235K 104
2024
Q4
$235K Hold
1,410
0.06% 88
2024
Q3
$240K Buy
+1,410
New +$240K 0.06% 91