Concentric 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $11.1M | Sell |
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|
2024
Q2 | $9.58M | Buy |
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|
2024
Q1 | $8.48M | Sell |
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|
2023
Q4 | $7.18M | Buy |
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|
2023
Q3 | $7.01M | Sell |
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|
2023
Q2 | $7.94M | Sell |
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|
2023
Q1 | $6.46M | Buy |
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|
2022
Q4 | $5.66M | Sell |
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|
2022
Q3 | $4.32M | Buy |
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|
2022
Q2 | $4.85M | Buy |
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|
2022
Q1 | $5.63M | Buy |
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|
2021
Q4 | $5.9M | Sell |
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|
2021
Q3 | $5.94M | Sell |
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|
2021
Q2 | $5.37M | Buy |
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|
2021
Q1 | $4.79M | Buy |
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|
2020
Q4 | $4.16M | Buy |
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|
2020
Q3 | $3.74M | Buy |
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|
2020
Q2 | $3.41M | Buy |
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|
2020
Q1 | $2.81M | Buy |
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|
2019
Q4 | $3.04M | Buy |
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|
2019
Q3 | $3.13M | Sell |
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|
2019
Q2 | $3.27M | Sell |
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|
2019
Q1 | $3.09M | Sell |
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|
2018
Q4 | $2.64M | Buy |
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|
2018
Q3 | $2.81M | Sell |
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|
2018
Q2 | $2.47M | Buy |
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|
2018
Q1 | $2.47M | Buy |
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|
2017
Q4 | $2.51M | Sell |
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|
2017
Q3 | $2.57M | Buy |
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|
2017
Q2 | $2.66M | Sell |
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|
2017
Q1 | $2.38M | Sell |
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|
2016
Q4 | $2.06M | Buy |
|