HWP
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Heritage Wealth Partners’s Oracle ORCL Stock Holding History

Heritage Wealth Partners’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$371K Buy
2,652
+1,196
+82% +$167K 0.57% 39
2024
Q4 		$243K Buy
1,456
+46
+3% +$7.67K 0.3% 58
2024
Q3 		$240K Buy
+1,410
New +$240K 0.28% 58