WMG Financial Advisors’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$654K Buy
2,990
+314
+12% +$68.7K 0.24% 63
2025
Q1
$374K Buy
+2,676
New +$374K 0.16% 88