Holistic Financial Partners’s Oracle ORCL Stock Holding History

Holistic Financial Partners’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 Q3	$400K	Sell
2025 Q2	$442K	Sell
2025 Q1	$302K	Sell
2024 Q4	$407K	Sell
2024 Q3	$485K	Sell
2024 Q2	$479K	Buy
2024 Q1	$384K	Buy
2023 Q4	$205K	Buy
2018 Q2	–	Sell
2018 Q1	$107K	Buy
2017 Q4	$108K	Buy