Concord Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.2M | Buy |
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|
2025
Q2 | $522K | Sell |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $537K | Sell |
|
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|
2024
Q3 | $559K | Buy |
|
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|
2024
Q2 | $450K | Sell |
|
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|
2024
Q1 | $420K | Buy |
|
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|
2023
Q4 | $328K | Sell |
|
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|
2023
Q3 | $375K | Sell |
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|
2023
Q2 | $647K | Buy |
|
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|
2023
Q1 | $387K | Sell |
|
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|
2022
Q4 | $372K | Sell |
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|
2022
Q3 | $437K | Buy |
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|
2022
Q2 | $456K | Buy |
|
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|
2022
Q1 | $390K | Buy |
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|
2021
Q4 | $400K | Buy |
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|
2021
Q3 | $242K | Sell |
|
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|
2021
Q2 | $379K | Sell |
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|
2021
Q1 | $345K | Sell |
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|
2020
Q4 | $328K | Buy |
|