WWA
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Wingate Wealth Advisors’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,746
Closed -$244K 105
2025
Q1
$244K Hold
1,746
0.28% 83
2024
Q4
$291K Buy
+1,746
New +$291K 0.29% 76