Levy Wealth Management Group’s Oracle ORCL Stock Holding History

Levy Wealth Management Group’s Portfolio ORCL Stock Details ORCL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$355K	Sell
2024 Q1	$287K	Hold
2023 Q4	$287K	Hold
2023 Q3	$288K	Buy
2023 Q2	$324K	Buy
2023 Q1	$253K	Buy
2022 Q4	$222K	Buy
2022 Q2	–	Sell
2022 Q1	$226K	Buy
2021 Q4	$217K	Hold
2021 Q3	$217K	Buy