WealthPlan Investment Management’s Oracle ORCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.92M	Buy	13,340 +2,634	+25%	+$576K	0.21%	103
2025 Q1	$1.5M	Buy	10,706 +4,464	+72%	+$624K	0.15%	113
2024 Q4	$1.04M	Buy	6,242 +4,604	+281%	+$767K	0.1%	129
2024 Q3	$279K	Buy	+1,638	New	+$279K	0.03%	215
2022 Q1	$281K	Buy	+3,823	New	+$281K	0.02%	327