Lifeworks Advisors’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.46M Sell
2025
Q1
$4.4M Buy
2024
Q4
$4.78M Sell
2024
Q3
$6.45M Sell
2024
Q2
$5.43M Sell
2024
Q1
$4.95M Buy
2023
Q4
$3.63M Buy
2023
Q3
$3.61M Sell
2023
Q2
$4.76M Buy
2023
Q1
$3.34M Sell
2022
Q4
$3.89M Buy
2022
Q3
$3.63M Buy
2022
Q2
$2.85M Buy
2022
Q1
$2.8M Buy
2021
Q4
$1.35M Buy