LWA
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Lifelong Wealth Advisors’s Oracle ORCL Stock Holding History

Lifelong Wealth Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.49M Sell
38,819
-1,143
-3% -$250K 2.82% 7
2025
Q1 		$5.59M Buy
39,962
+8
+0% +$1.12K 2.62% 6
2024
Q4 		$6.66M Buy
+39,954
New +$6.66M 2.99% 4