Evelyn Partners Investment Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$192K Buy
1,684
+891
+112% +$102K 0.01% 144
2025
Q1
$197K Buy
+793
New +$197K 0.01% 141