Burling Wealth Partners’s Oracle ORCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.67M	Hold	12,217	–	–	0.49%	58
2025 Q1	$1.71M	Sell	12,217 -542	-4%	-$75.8K	0.36%	68
2024 Q4	$2.13M	Buy	+12,759	New	+$2.13M	0.43%	62