Westwood Wealth 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
$1.55M Buy
7,075
+100
+1% +$21.9K 0.52% 22
2025
Q1
$975K Buy
6,975
+1,575
+29% +$220K 0.42% 29
2024
Q4
$900K Buy
+5,400
New +$900K 0.33% 28