Invenio Wealth Partners’s Oracle ORCL Stock Holding History

Invenio Wealth Partners’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 Q3	$975K	Sell
2025 Q2	$834K	Sell
2025 Q1	$601K	Sell
2024 Q4	$775K	Buy
2024 Q3	$773K	Buy
2024 Q2	$625K	Buy
2024 Q1	$495K	Buy
2023 Q4	$312K	Buy
2023 Q3	$275K	Buy
2023 Q2	$256K	Buy