Private Wealth Management Group’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$160K Buy
2025
Q2
$123K Buy
2025
Q1
$77.8K Buy
2024
Q4
$80.7K Sell
2024
Q3
$83.3K Buy
2024
Q2
$68.1K Sell
2024
Q1
$99.1K Hold
2023
Q4
$83.2K Buy