Evergreen Private Wealth’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
$104K Hold
2025
Q2
$80.9K Buy
2025
Q1
$42.1K Hold
2024
Q4
$50.2K Hold
2024
Q3
$51.3K Hold
2024
Q2
$42.5K Sell
2024
Q1
$51.4K Hold
2023
Q4
$43.1K Buy