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Martel Wealth Advisors’s Oracle ORCL Stock Holding History

Martel Wealth Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$656K Hold
3,000
– – 0.12% 37
2025
Q1 		$419K Hold
3,000
– – 0.08% 48
2024
Q4 		$500K Buy
+3,000
New +$500K 0.1% 42