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UP Strategic Wealth Investment Advisors’s Oracle ORCL Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$530K Buy
2,423
+182
+8% +$39.8K 0.41% 40
2025
Q1 		$313K Buy
2,241
+345
+18% +$48.2K 0.28% 60
2024
Q4 		$316K Buy
1,896
+550
+41% +$91.7K 0.32% 52
2024
Q3 		$229K Buy
+1,346
New +$229K 0.26% 71