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Premier Path Wealth Partners’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.62M Buy
7,390
+543
+8% +$119K 0.22% 103
2025
Q1
$957K Sell
6,847
-170
-2% -$23.8K 0.15% 164
2024
Q4
$1.17M Buy
7,017
+82
+1% +$13.7K 0.18% 138
2024
Q3
$1.18M Sell
6,935
-45
-0.6% -$7.67K 0.19% 140
2024
Q2
$986K Buy
6,980
+279
+4% +$39.4K 0.17% 146
2024
Q1
$842K Buy
6,701
+9
+0.1% +$1.13K 0.16% 151
2023
Q4
$706K Buy
+6,692
New +$706K 0.16% 149