WG
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Wealth Group’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$594K Sell
2,717
-1,506
-36% -$329K 0.59% 43
2025
Q1
$590K Buy
4,223
+34
+0.8% +$4.75K 0.38% 61
2024
Q4
$698K Buy
4,189
+79
+2% +$13.2K 0.45% 52
2024
Q3
$700K Sell
4,110
-135
-3% -$23K 0.47% 52
2024
Q2
$599K Buy
4,245
+16
+0.4% +$2.26K 0.43% 52
2024
Q1
$531K Buy
+4,229
New +$531K 0.4% 58