GA
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Goldstein Advisors’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$680K Sell
3,112
-215
-6% -$47K 0.09% 72
2025
Q1
$465K Sell
3,327
-302
-8% -$42.2K 0.07% 97
2024
Q4
$605K Buy
3,629
+2,331
+180% +$388K 0.09% 81
2024
Q3
$221K Buy
+1,298
New +$221K 0.03% 164