Holos Integrated Wealth’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$224K Hold
894
0.13% 55
2025
Q1
$125K Hold
894
0.08% 76
2024
Q4
$149K Buy
+894
New +$149K 0.1% 64