Barlow Wealth Partners’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$327K Buy
2025
Q1
Sell
2024
Q4
$225K Sell
2024
Q3
$479K Hold
2024
Q2
$391K Sell
2024
Q1
$392K Hold
2023
Q4
$341K Buy