Vestia Personal 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
$349K Sell
1,596
-187
-10% -$40.9K 0.24% 64
2025
Q1
$249K Buy
1,783
+582
+48% +$81.4K 0.2% 74
2024
Q4
$200K Buy
+1,201
New +$200K 0.16% 91