Spartan Planning & Wealth Management’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
$783K Buy
2025
Q2
$550K Buy
2025
Q1
$260K Sell
2024
Q4
$550K Buy
2023
Q4
$149K Buy
2023
Q3
$26.9K Buy
2022
Q4
$67.2K Buy