Modern Wealth Management’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
$4.87M Sell
2025
Q1
$3.16M Buy
2024
Q4
$2.41M Buy
2024
Q3
$934K Buy
2024
Q2
$675K Buy
2024
Q1
$579K Buy
2023
Q4
$398K Buy