HTG Investment Advisors’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$532K Sell
2025
Q1
$365K Buy
2024
Q4
$432K Sell
2024
Q3
$455K Sell
2024
Q2
$453K Sell
2024
Q1
$417K Sell
2023
Q4
$385K Sell
2023
Q3
$391K Sell
2023
Q2
$579K Buy
2023
Q1
$434K Sell
2022
Q4
$383K Buy