IMG Wealth Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$350K Buy
1,599
+680
+74% +$149K 0.27% 47
2025
Q1
$128K Buy
919
+25
+3% +$3.5K 0.12% 93
2024
Q4
$149K Buy
+894
New +$149K 0.14% 82