VBFG
Vishria Bird Financial Group’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $791K | Sell |
3,617
-136
| -4% | -$29.7K | 0.26% | 39 |
|
|
2025
Q1 | $525K | Hold |
3,753
| – | – | 0.18% | 51 |
|
|
2024
Q4 | $625K | Hold |
3,753
| – | – | 0.22% | 47 |
|
|
2024
Q3 | $640K | Buy |
+3,753
| New | +$640K | 0.24% | 46 |
|
|
2020
Q1 | – | Sell |
-4,336
| Closed | -$230K | – | 47 |
|
|
2019
Q4 | $230K | Hold |
4,336
| – | – | 0.22% | 43 |
|
|
2019
Q3 | $239K | Buy |
+4,336
| New | +$239K | 0.27% | 42 |
|