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Encompass Wealth Advisors’s Oracle ORCL Stock Holding History

Encompass Wealth Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$362K Buy
1,655
+72
+5% +$15.7K 0.13% 78
2025
Q1 		$221K Hold
1,583
– – 0.09% 92
2024
Q4 		$264K Buy
1,583
+137
+9% +$22.8K 0.11% 87
2024
Q3 		$246K Buy
+1,446
New +$246K 0.06% 211