Berger Financial Group’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
$1.98M Buy
2025
Q2
$1.53M Sell
2025
Q1
$987K Sell
2024
Q4
$1.24M Buy
2024
Q3
$1.22M Buy
2024
Q2
$982K Buy
2024
Q1
$871K Sell
2023
Q4
$765K Buy
2023
Q3
$743K Buy
2023
Q2
$776K Buy
2023
Q1
$603K Sell
2022
Q4
$550K Sell
2022
Q3
$419K Hold
2022
Q2
$480K Sell
2022
Q1
$570K Sell
2021
Q4
$603K Buy
2021
Q3
$596K Buy
2021
Q2
$501K Sell
2021
Q1
$454K Sell
2020
Q4
$4.92M Buy