Private Client Services’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$527K Buy
2,410
+453
+23% +$99.1K 0.21% 103
2025
Q1
$274K Buy
1,957
+146
+8% +$20.4K 0.14% 142
2024
Q4
$302K Buy
1,811
+14
+0.8% +$2.33K 0.16% 123
2024
Q3
$306K Buy
1,797
+164
+10% +$27.9K 0.16% 119
2024
Q2
$231K Buy
+1,633
New +$231K 0.14% 123