GeoWealth Management’s Oracle ORCL Stock Holding History

GeoWealth Management’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.7M	Buy
2025 Q1	$1.52M	Sell
2024 Q4	$2.89M	Buy
2024 Q3	$2.91M	Buy
2024 Q2	$2.09M	Buy
2024 Q1	$1.68M	Buy
2023 Q4	$968K	Buy
2023 Q3	$148K	Buy
2023 Q2	$64K	Buy
2023 Q1	$11K	Buy