BWP
Barlow Wealth Partners’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
+1,423
| New | +$327K | 0.04% | 98 |
|
|
2025
Q1 | – | Sell |
-1,424
| Closed | -$225K | – | 141 |
|
|
2024
Q4 | $225K | Sell |
1,424
-1,395
| -49% | -$221K | 0.03% | 128 |
|
|
2024
Q3 | $479K | Hold |
2,819
| – | – | 0.06% | 91 |
|
|
2024
Q2 | $391K | Sell |
2,819
-414
| -13% | -$57.5K | 0.05% | 96 |
|
|
2024
Q1 | $392K | Hold |
3,233
| – | – | 0.05% | 98 |
|
|
2023
Q4 | $341K | Buy |
+3,233
| New | +$341K | 0.05% | 102 |
|