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