White Lighthouse Investment Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$224K Sell
2025
Q3
$343K Sell
2025
Q2
$272K Buy
2019
Q4
Sell
2019
Q3
$415K Buy
2019
Q2
$402K Hold
2019
Q1
$379K Sell
2018
Q4
$341K Buy