Heritage Financial Services’s Oracle ORCL Stock Holding History

Heritage Financial Services’s Portfolio ORCL Stock Details ORCL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$251K	Buy
2025 Q1	–	Sell
2024 Q4	$205K	Sell
2024 Q3	$223K	Buy
2022 Q3	–	Sell
2022 Q2	$67K	Buy