Paces Ferry Wealth Advisors’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
$1.39M Sell
2025
Q1
$956K Sell
2024
Q4
$1.16M Sell
2024
Q3
$1.25M Sell
2024
Q2
$1.04M Sell
2024
Q1
$944K Sell
2023
Q4
$838K Sell
2023
Q3
$861K Sell
2023
Q2
$983K Buy
2023
Q1
$761K Sell
2022
Q4
$672K Sell
2022
Q3
$509K Sell
2022
Q2
$583K Sell
2022
Q1
$774K Sell
2021
Q4
$853K Sell
2021
Q3
$906K Sell
2021
Q2
$831K Sell
2021
Q1
$750K Sell
2020
Q4
$714K Sell
2020
Q3
$664K Buy