McCarter Private Wealth Services’s Oracle ORCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$926K	Hold	4,235	–	–	0.53%	43
2025 Q1	$592K	Buy	4,235 +575	+16%	+$80.4K	0.39%	52
2024 Q4	$610K	Hold	3,660	–	–	0.39%	49
2024 Q3	$624K	Buy	+3,660	New	+$624K	0.39%	51