PWP

Precedent Wealth Partners’s Oracle ORCL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$301K	Buy	+1,379	New	+$301K	0.07%	147
2025 Q1	–	Sell	-1,276	Closed	-$213K	–	161
2024 Q4	$213K	Buy	1,276 +23	+2%	+$3.83K	0.07%	146
2024 Q3	$214K	Buy	+1,253	New	+$214K	0.07%	142