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Holistic Planning’s Oracle ORCL Stock Holding History

Holistic Planning’s Portfolio ORCL Stock Details ORCL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$417K Sell
1,906
-33
-2% -$7.22K 0.12% 138
2025
Q1 		$271K Buy
1,939
+37
+2% +$5.17K 0.09% 149
2024
Q4 		$317K Buy
1,902
+49
+3% +$8.17K 0.11% 127
2024
Q3 		$316K Buy
+1,853
New +$316K 0.13% 109