Barnes Wealth Management Group’s Oracle ORCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$467K Buy
2,138
+69
+3% +$15.1K 0.28% 85
2025
Q1
$289K Buy
2,069
+90
+5% +$12.6K 0.19% 110
2024
Q4
$330K Buy
+1,979
New +$330K 0.22% 101