Optivise Advisory 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	$627K	Buy	2,869 +45	+2%	+$9.84K	0.32%	79
2025 Q1	$395K	Buy	2,824 +194	+7%	+$27.1K	0.22%	100
2024 Q4	$438K	Sell	2,630 -179	-6%	-$29.8K	0.24%	98
2024 Q3	$479K	Sell	2,809 -432	-13%	-$73.6K	0.25%	82
2024 Q2	$458K	Buy	+3,241	New	+$458K	0.25%	87