Concentrum 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.77M | Buy |
|
|||||
2025
Q1 | $1.1M | Buy |
|
|||||
2024
Q4 | $966K | Buy |
|
|||||
2024
Q3 | $605K | Buy |
|
|||||
2024
Q2 | $500K | Sell |
|
|||||
2024
Q1 | $451K | Buy |
|
|||||
2023
Q4 | $372K | Buy |
|
|||||
2023
Q3 | $370K | Buy |
|
|||||
2023
Q2 | $410K | Sell |
|
|||||
2023
Q1 | $335K | Hold |
|
|||||
2022
Q4 | $294K | Hold |
|
|||||
2022
Q3 | $220K | Hold |
|
|||||
2022
Q2 | $252K | Sell |
|
|||||
2022
Q1 | $381K | Buy |
|
|||||
2021
Q4 | $393K | Sell |
|
|||||
2021
Q3 | $458K | Buy |
|
|||||
2021
Q2 | $403K | Hold |
|
|||||
2021
Q1 | $364K | Hold |
|
|||||
2020
Q4 | $335K | Buy |
|