Trueblood Wealth Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.06M Buy
14,013
+364
+3% +$79.6K 1.28% 10
2025
Q1
$1.91M Buy
13,649
+953
+8% +$133K 0.89% 21
2024
Q4
$2.12M Buy
12,696
+2
+0% +$333 1.04% 16
2024
Q3
$2.16M Buy
12,694
+443
+4% +$75.5K 1.09% 14
2024
Q2
$1.73M Buy
12,251
+101
+0.8% +$14.3K 0.98% 18
2024
Q1
$1.53M Sell
12,150
-471
-4% -$59.2K 0.87% 25
2023
Q4
$1.33M Buy
+12,621
New +$1.33M 0.83% 27