BerganKDV Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $453K | Sell |
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|
2023
Q1 | $368K | Hold |
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|
2022
Q4 | $324K | Buy |
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|
2022
Q3 | $240K | Sell |
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $443K | Buy |
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|
2021
Q3 | $372K | Buy |
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|
2021
Q2 | $278K | Buy |
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|
2021
Q1 | $251K | Hold |
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|
2020
Q4 | $231K | Sell |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $936K | Buy |
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|
2019
Q4 | $950K | Buy |
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|
2019
Q3 | $982K | Buy |
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|
2019
Q2 | $1.01M | Sell |
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|
2019
Q1 | $956K | Buy |
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|
2018
Q4 | $779K | Buy |
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|
2018
Q3 | $866K | Buy |
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|
2018
Q2 | $709K | Buy |
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|
2018
Q1 | $531K | Sell |
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|
2017
Q4 | $808K | Sell |
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|
2017
Q3 | $993K | Buy |
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|
2017
Q2 | $581K | Buy |
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|
2017
Q1 | $505K | Sell |
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|
2016
Q4 | $464K | Buy |
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|
2016
Q3 | $350K | Buy |
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|
2016
Q2 | $360K | Buy |
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|
2016
Q1 | $289K | Buy |
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