Garrett Wealth Advisory Group’s Oracle ORCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$880K	Buy	5,981 +1,488	+33%	+$242K	0.16%	50
2025 Q4	$876K	Sell	4,493 -10	-0.2%	-$2.38K	0.17%	45
2025 Q3	$1.27M	Sell	4,503 -525	-10%	-$134K	0.25%	32
2025 Q2	$1.1M	Hold	5,028	–	–	0.23%	32
2025 Q1	$703K	Buy	5,028 +18	+0.4%	+$2.93K	0.16%	44
2024 Q4	$835K	Sell	5,010 -70	-1%	-$12.4K	0.19%	36
2024 Q3	$866K	Buy	5,080 +1,194	+31%	+$173K	0.21%	35
2024 Q2	$549K	Buy	3,886 +94	+2%	+$11.7K	0.2%	43
2024 Q1	$476K	Hold	3,792	–	–	0.2%	35
2023 Q4	$400K	Sell	3,792 -242	-6%	-$26.4K	0.17%	34
2023 Q3	$427K	Sell	4,034 -334	-8%	-$38.7K	0.19%	31
2023 Q2	$520K	Buy	4,368 +339	+8%	+$35K	0.23%	29
2023 Q1	$374K	Buy	4,029 +2	+0%	+$175	0.18%	33
2022 Q4	$329K	Buy	4,027 +2	+0%	+$152	0.17%	32
2022 Q3	$246K	Buy	4,025 +2	+0%	+$146	0.14%	39
2022 Q2	$281K	Buy	4,023 +2	+0%	+$146	0.15%	37
2022 Q1	$333K	Buy	4,021 +2	+0%	+$162	0.17%	45
2021 Q4	$350K	Buy	4,019 +102	+3%	+$9.58K	0.17%	44
2021 Q3	$341K	Buy	3,917 +2	+0.1%	+$177	0.22%	39
2021 Q2	$305K	Buy	3,915 +2	+0.1%	+$157	0.2%	36
2021 Q1	$275K	Buy	3,913 +2	+0.1%	+$129	0.19%	39
2020 Q4	$253K	Buy	3,911 +2	+0.1%	+$119	0.19%	38
2020 Q3	$233K	Sell	3,909 -824	-17%	-$46.8K	0.18%	42
2020 Q2	$262K	Buy	4,733 +52	+1%	+$2.75K	0.21%	38
2020 Q1	$226K	Sell	4,681 -17	-0.4%	-$877	0.21%	38
2019 Q4	$249K	Sell	4,698 -143	-3%	-$7.87K	0.18%	46
2019 Q3	$266K	Buy	4,841 +3	+0.1%	+$166	0.19%	41
2019 Q2	$275K	Buy	4,838 +100	+2%	+$5.41K	0.22%	41
2019 Q1	$256K	Buy	4,738 +14	+0.3%	+$713	0.21%	42
2018 Q4	$214K	Buy	+4,724	New	+$226K	0.2%	43