Worth Financial Advisory Group’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
$433K Buy
2025
Q3
$612K Sell
2025
Q2
$477K Buy
2025
Q1
$301K Sell
2024
Q4
$1.01M Sell
2024
Q3
$1.05M Buy
2024
Q2
$850K Buy
2024
Q1
$641K Buy
2023
Q4
$494K Buy
2023
Q3
$453K Buy
2023
Q2
$398K Buy