Principia Wealth Advisory’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16K Buy
73
+5
+7% +$1.09K 0.01% 137
2025
Q1
$9.5K Buy
68
+27
+66% +$3.77K 0.01% 130
2024
Q4
$6.83K Buy
+41
New +$6.83K 0.01% 136