National Wealth Management Group’s Oracle ORCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,652	Closed	-$584K	–	147
2024 Q1	$584K	Buy	+4,652	New	+$584K	0.45%	54
2023 Q2	–	Sell	-5,061	Closed	-$495K	–	164
2023 Q1	$495K	Buy	+5,061	New	+$495K	0.57%	46