McCarter Private Wealth Services’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.19M Sell
2025
Q2
$926K Hold
2025
Q1
$592K Buy
2024
Q4
$610K Hold
2024
Q3
$624K Buy