Icon Wealth Advisors’s Oracle ORCL Stock Holding History

Icon Wealth Advisors’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 Q2	$12.1M	Buy
2025 Q1	$7.67M	Buy
2024 Q4	$7.77M	Buy
2024 Q3	$6.5M	Buy
2024 Q2	$2.03M	Sell
2024 Q1	$1.84M	Buy
2023 Q4	$608K	Buy
2022 Q4	$1.18M	Sell
2022 Q3	$881K	Buy