Wescott Financial Advisory Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Buy |
1,574
+12
| +0.8% | +$2.62K | 0.03% | 138 |
|
|
2025
Q1 | $218K | Buy |
1,562
+31
| +2% | +$4.34K | 0.02% | 162 |
|
|
2024
Q4 | $255K | Buy |
1,531
+159
| +12% | +$26.5K | 0.03% | 153 |
|
|
2024
Q3 | $234K | Buy |
+1,372
| New | +$234K | 0.03% | 158 |
|
|
2024
Q1 | – | Sell |
-2,166
| Closed | -$228K | – | 170 |
|
|
2023
Q4 | $228K | Sell |
2,166
-9
| -0.4% | -$949 | 0.03% | 149 |
|
|
2023
Q3 | $230K | Buy |
2,175
+250
| +13% | +$26.5K | 0.04% | 142 |
|
|
2023
Q2 | $229K | Buy |
+1,925
| New | +$229K | 0.04% | 148 |
|