Berger Financial Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
6,985
-71
| -1% | -$15.5K | 0.1% | 155 |
|
|
2025
Q1 | $987K | Sell |
7,056
-396
| -5% | -$55.4K | 0.07% | 188 |
|
|
2024
Q4 | $1.24M | Buy |
7,452
+292
| +4% | +$48.7K | 0.09% | 158 |
|
|
2024
Q3 | $1.22M | Buy |
7,160
+208
| +3% | +$35.4K | 0.09% | 151 |
|
|
2024
Q2 | $982K | Buy |
6,952
+19
| +0.3% | +$2.68K | 0.08% | 159 |
|
|
2024
Q1 | $871K | Sell |
6,933
-322
| -4% | -$40.4K | 0.07% | 160 |
|
|
2023
Q4 | $765K | Buy |
7,255
+241
| +3% | +$25.4K | 0.08% | 139 |
|
|
2023
Q3 | $743K | Buy |
7,014
+495
| +8% | +$52.4K | 0.09% | 132 |
|
|
2023
Q2 | $776K | Buy |
6,519
+30
| +0.5% | +$3.57K | 0.09% | 126 |
|
|
2023
Q1 | $603K | Sell |
6,489
-238
| -4% | -$22.1K | 0.07% | 141 |
|
|
2022
Q4 | $550K | Sell |
6,727
-142
| -2% | -$11.6K | 0.07% | 141 |
|
|
2022
Q3 | $419K | Hold |
6,869
| – | – | 0.06% | 153 |
|
|
2022
Q2 | $480K | Sell |
6,869
-26
| -0.4% | -$1.82K | 0.07% | 144 |
|
|
2022
Q1 | $570K | Sell |
6,895
-23
| -0.3% | -$1.9K | 0.07% | 137 |
|
|
2021
Q4 | $603K | Buy |
6,918
+82
| +1% | +$7.15K | 0.08% | 134 |
|
|
2021
Q3 | $596K | Buy |
6,836
+399
| +6% | +$34.8K | 0.11% | 101 |
|
|
2021
Q2 | $501K | Sell |
6,437
-31
| -0.5% | -$2.41K | 0.09% | 116 |
|
|
2021
Q1 | $454K | Sell |
6,468
-69,656
| -92% | -$4.89M | 0.1% | 118 |
|
|
2020
Q4 | $4.92M | Buy |
+76,124
| New | +$4.92M | 0.86% | 28 |
|