Petros Family Wealth’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$694K Sell
3,174
-151
-5% -$33K 0.63% 45
2025
Q1
$465K Buy
3,325
+328
+11% +$45.9K 0.51% 59
2024
Q4
$499K Buy
+2,997
New +$499K 0.54% 52