Wipfli Financial Advisors’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$1.15M Buy
+18,831
New +$1.15M 0.08% 104
2022
Q2
Sell
-2,511
Closed -$208K 96
2022
Q1
$208K Buy
+2,511
New +$208K 0.02% 96