Everhart Financial Group’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
$3.79M Buy
2025
Q2
$2.74M Sell
2025
Q1
$1.83M Buy
2024
Q4
$2.13M Buy
2024
Q3
$2.08M Buy
2024
Q2
$1.53M Buy
2024
Q1
$1.18M Buy
2023
Q4
$755K Buy
2023
Q3
$749K Buy
2023
Q2
$785K Buy
2023
Q1
$569K Buy
2022
Q4
$375K Sell
2022
Q3
$313K Sell
2022
Q2
$357K Buy
2022
Q1
$405K Buy
2021
Q4
$354K Buy
2021
Q3
$344K Sell
2021
Q2
$329K Buy