Pathway Financial Advisers’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
-437
Closed -$72.7K 335
2024
Q4
$72.7K Buy
437
+2
+0.5% +$333 0.02% 209
2024
Q3
$74.2K Hold
435
0.03% 165
2024
Q2
$61.3K Buy
435
+3
+0.7% +$423 0.02% 214
2024
Q1
$54.3K Buy
432
+1
+0.2% +$126 0.02% 222
2023
Q4
$45.4K Buy
431
+2
+0.5% +$211 0.02% 230
2023
Q3
$45.5K Buy
+429
New +$45.5K 0.02% 231
2023
Q1
$47.8K Buy
514
+1
+0.2% +$93 0.02% 238
2022
Q4
$41.9K Buy
+513
New +$41.9K 0.02% 255