Concord Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Sell |
2,389
-7
| -0.3% | -$1.53K | 0.08% | 152 |
|
|
2025
Q1 | $335K | Sell |
2,396
-825
| -26% | -$115K | 0.06% | 162 |
|
|
2024
Q4 | $537K | Sell |
3,221
-57
| -2% | -$9.5K | 0.09% | 139 |
|
|
2024
Q3 | $559K | Buy |
3,278
+90
| +3% | +$15.3K | 0.09% | 128 |
|
|
2024
Q2 | $450K | Sell |
3,188
-159
| -5% | -$22.4K | 0.08% | 145 |
|
|
2024
Q1 | $420K | Buy |
3,347
+239
| +8% | +$30K | 0.08% | 155 |
|
|
2023
Q4 | $328K | Sell |
3,108
-436
| -12% | -$46K | 0.07% | 154 |
|
|
2023
Q3 | $375K | Sell |
3,544
-1,891
| -35% | -$200K | 0.08% | 139 |
|
|
2023
Q2 | $647K | Buy |
5,435
+1,274
| +31% | +$152K | 0.14% | 94 |
|
|
2023
Q1 | $387K | Sell |
4,161
-384
| -8% | -$35.7K | 0.11% | 99 |
|
|
2022
Q4 | $372K | Sell |
4,545
-2,610
| -36% | -$213K | 0.11% | 110 |
|
|
2022
Q3 | $437K | Buy |
7,155
+629
| +10% | +$38.4K | 0.14% | 99 |
|
|
2022
Q2 | $456K | Buy |
6,526
+1,815
| +39% | +$127K | 0.13% | 108 |
|
|
2022
Q1 | $390K | Buy |
4,711
+122
| +3% | +$10.1K | 0.1% | 121 |
|
|
2021
Q4 | $400K | Buy |
4,589
+1,806
| +65% | +$157K | 0.1% | 116 |
|
|
2021
Q3 | $242K | Sell |
2,783
-2,083
| -43% | -$181K | 0.1% | 76 |
|
|
2021
Q2 | $379K | Sell |
4,866
-54
| -1% | -$4.21K | 0.11% | 87 |
|
|
2021
Q1 | $345K | Sell |
4,920
-151
| -3% | -$10.6K | 0.12% | 87 |
|
|
2020
Q4 | $328K | Buy |
+5,071
| New | +$328K | 0.25% | 52 |
|