Wellspring Financial Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
+1,010
| New | +$221K | 0.02% | 152 |
|
|
2024
Q2 | – | Sell |
-1,631
| Closed | -$205K | – | 155 |
|
|
2024
Q1 | $205K | Sell |
1,631
-1,023
| -39% | -$128K | 0.03% | 128 |
|
|
2023
Q4 | $280K | Sell |
2,654
-1,182
| -31% | -$125K | 0.07% | 100 |
|
|
2023
Q3 | $406K | Buy |
3,836
+1,932
| +101% | +$205K | 0.12% | 67 |
|
|
2023
Q2 | $227K | Buy |
+1,904
| New | +$227K | 0.06% | 93 |
|
|
2022
Q2 | – | Sell |
-1,545
| Closed | -$128K | – | 130 |
|
|
2022
Q1 | $128K | Buy |
+1,545
| New | +$128K | 0.04% | 121 |
|