Mountain Capital Investment Advisors’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$275K Buy
2025
Q3
$424K Sell
2025
Q2
$343K Buy
2017
Q4
Sell
2017
Q3
$45K Hold
2017
Q2
$47K Buy