Bard Financial Services’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.06M Buy
2025
Q2
$6M Buy
2025
Q1
$3.81M Sell
2024
Q4
$4.54M Hold
2024
Q3
$4.64M Sell
2024
Q2
$9.26M Hold
2024
Q1
$8.24M Hold
2023
Q4
$6.91M Hold
2023
Q3
$6.95M Hold
2023
Q2
$7.81M Hold
2023
Q1
$6.09M Sell
2022
Q4
$5.44M Sell
2022
Q3
$4.1M Buy
2022
Q2
$4.67M Buy
2022
Q1
$5.42M Hold
2021
Q4
$5.72M Buy
2021
Q3
$5.58M Hold
2021
Q2
$4.99M Sell
2021
Q1
$4.51M Buy
2020
Q4
$4.14M Buy