Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $880K | Sell |
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|
2016
Q4 | $939K | Sell |
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|
2016
Q3 | $1.9M | Sell |
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|
2016
Q2 | $2M | Buy |
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|
2016
Q1 | $1.86M | Sell |
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|
2015
Q4 | $1.68M | Buy |
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|
2015
Q3 | $1.45M | Sell |
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|
2015
Q2 | $1.82M | Buy |
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|
2015
Q1 | $1.08M | Buy |
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|
2014
Q4 | $1.74M | Buy |
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|
2014
Q3 | $851K | Sell |
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|
2014
Q2 | $1.35M | Buy |
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|
2014
Q1 | $1.21M | Sell |
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|
2013
Q4 | $1.32M | Sell |
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|
2013
Q3 | $1.18M | Sell |
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|
2013
Q2 | $1.11M | Buy |
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