Investment Advisory Services’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$423K Sell
1,936
-7
-0.4% -$1.53K 0.14% 82
2025
Q1
$272K Sell
1,943
-573
-23% -$80.1K 0.1% 97
2024
Q4
$419K Buy
2,516
+162
+7% +$27K 0.15% 79
2024
Q3
$401K Buy
2,354
+60
+3% +$10.2K 0.14% 87
2024
Q2
$324K Buy
2,294
+65
+3% +$9.18K 0.12% 93
2024
Q1
$280K Buy
2,229
+210
+10% +$26.4K 0.1% 104
2023
Q4
$213K Buy
+2,019
New +$213K 0.08% 111