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Vertex Planning Partners’s Oracle ORCL Stock Holding History

Vertex Planning Partners’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$641K Buy
2,932
+25
+0.9% +$5.47K 0.13% 87
2025
Q1 		$406K Sell
2,907
-277
-9% -$38.7K 0.09% 118
2024
Q4 		$531K Buy
+3,184
New +$531K 0.12% 101