Pacific Capital Wealth Advisors’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-246
Closed -$41K 285
2024
Q4
$41K Hold
246
0.01% 163
2024
Q3
$41.9K Sell
246
-1
-0.4% -$170 0.01% 174
2024
Q2
$34.9K Buy
247
+229
+1,272% +$32.3K 0.01% 186
2024
Q1
$2.26K Buy
+18
New +$2.26K ﹤0.01% 425