United Advisor Group’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$766K Buy
+3,502
New +$766K 0.13% 164
2025
Q1
Sell
-1,775
Closed -$296K 377
2024
Q4
$296K Sell
1,775
-1,803
-50% -$300K 0.06% 300
2024
Q3
$610K Buy
+3,578
New +$610K 0.14% 153