EverSource Wealth Advisors’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.23M Sell
2025
Q1
$2.46M Buy
2024
Q4
$2.45M Buy
2024
Q3
$2.44M Sell
2024
Q2
$2.09M Buy
2024
Q1
$1.41M Buy
2023
Q4
$1.26M Buy
2023
Q3
$1.24M Buy
2023
Q2
$1.28M Buy
2023
Q1
$915K Sell
2022
Q4
$810K Sell
2022
Q3
$662K Buy
2022
Q2
$115K Buy
2022
Q1
$95K Buy
2021
Q4
$92K Buy