Vahanian & Associates Financial Planning’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$226K Sell
2,145
-600
-22% -$63.3K 0.89% 41
2023
Q3
$291K Buy
+2,745
New +$291K 0.93% 40
2022
Q1
Sell
-4,377
Closed -$382K 122
2021
Q4
$382K Buy
+4,377
New +$382K 0.31% 96