CAMV
Concord Asset Management (Virginia)’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
+2,389
| New | +$522K | 0.08% | 152 |
|
|
2023
Q4 | – | Sell |
-1,904
| Closed | -$202K | – | 144 |
|
|
2023
Q3 | $202K | Sell |
1,904
-1,760
| -48% | -$186K | 0.07% | 128 |
|
|
2023
Q2 | $436K | Buy |
3,664
+128
| +4% | +$15.2K | 0.15% | 75 |
|
|
2023
Q1 | $329K | Buy |
+3,536
| New | +$329K | 0.13% | 80 |
|