Mowery & Schoenfeld Wealth Management’s Oracle ORCL Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$921K	Sell
2025 Q1	$590K	Buy
2024 Q4	$700K	Buy
2024 Q3	$100K	Hold
2024 Q2	$83K	Buy
2024 Q1	$41.7K	Hold
2023 Q4	$35K	Buy