BFS
Bard Financial Services’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6M | Buy |
27,425
+200
| +0.7% | +$43.7K | 0.72% | 42 |
|
|
2025
Q1 | $3.81M | Sell |
27,225
-25
| -0.1% | -$3.5K | 0.47% | 54 |
|
|
2024
Q4 | $4.54M | Hold |
27,250
| – | – | 0.54% | 51 |
|
|
2024
Q3 | $4.64M | Sell |
27,250
-38,330
| -58% | -$6.53M | 0.55% | 48 |
|
|
2024
Q2 | $9.26M | Hold |
65,580
| – | – | 0.96% | 31 |
|
|
2024
Q1 | $8.24M | Hold |
65,580
| – | – | 0.88% | 31 |
|
|
2023
Q4 | $6.91M | Hold |
65,580
| – | – | 0.78% | 38 |
|
|
2023
Q3 | $6.95M | Hold |
65,580
| – | – | 0.86% | 35 |
|
|
2023
Q2 | $7.81M | Hold |
65,580
| – | – | 0.59% | 48 |
|
|
2023
Q1 | $6.09M | Sell |
65,580
-1,000
| -2% | -$92.9K | 0.49% | 57 |
|
|
2022
Q4 | $5.44M | Sell |
66,580
-500
| -0.7% | -$40.9K | 0.46% | 54 |
|
|
2022
Q3 | $4.1M | Buy |
67,080
+250
| +0.4% | +$15.3K | 0.38% | 64 |
|
|
2022
Q2 | $4.67M | Buy |
66,830
+1,250
| +2% | +$87.3K | 0.43% | 59 |
|
|
2022
Q1 | $5.43M | Hold |
65,580
| – | – | 0.44% | 60 |
|
|
2021
Q4 | $5.72M | Buy |
65,580
+1,500
| +2% | +$131K | 0.46% | 57 |
|
|
2021
Q3 | $5.58M | Hold |
64,080
| – | – | 0.49% | 56 |
|
|
2021
Q2 | $4.99M | Sell |
64,080
-250
| -0.4% | -$19.5K | 0.44% | 61 |
|
|
2021
Q1 | $4.51M | Buy |
64,330
+250
| +0.4% | +$17.5K | 0.44% | 60 |
|
|
2020
Q4 | $4.15M | Buy |
+64,080
| New | +$4.15M | 0.42% | 65 |
|