Twin Peaks Wealth Advisors’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$521K Buy
2,054
+197
+11% +$50K 0.17% 92
2025
Q1
$249K Buy
1,857
+371
+25% +$49.7K 0.11% 117
2024
Q4
$248K Buy
1,486
+74
+5% +$12.3K 0.1% 121
2024
Q3
$241K Buy
+1,412
New +$241K 0.11% 114