Bernard Wealth Management’s Oracle ORCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$215K	Sell	983 -3,023	-75%	-$661K	0.1%	60
2025 Q1	$560K	Sell	4,006 -311	-7%	-$43.5K	0.27%	39
2024 Q4	$719K	Buy	+4,317	New	+$719K	0.34%	38