WFA
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WestHill Financial Advisors’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$262K Buy
+1,197
New +$262K 0.06% 62
2025
Q1
Sell
-1,239
Closed -$206K 79
2024
Q4
$206K Hold
1,239
0.05% 73
2024
Q3
$211K Buy
+1,239
New +$211K 0.05% 71