Congress Asset 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
Q3 | $29.9M | Sell |
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|
2025
Q2 | $23.6M | Sell |
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|
2025
Q1 | $15.1M | Sell |
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|
2024
Q4 | $18.3M | Buy |
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|
2024
Q3 | $18.3M | Buy |
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|
2024
Q2 | $15M | Sell |
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|
2024
Q1 | $13.5M | Buy |
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|
2023
Q4 | $9.93M | Sell |
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|
2023
Q3 | $12.1M | Buy |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $278K | Hold |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $250K | Sell |
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|
2021
Q4 | $266K | Sell |
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|
2021
Q3 | $267K | Hold |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $213K | Sell |
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|
2020
Q4 | $306K | Buy |
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|
2020
Q3 | $278K | Sell |
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|
2020
Q2 | $265K | Buy |
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|
2020
Q1 | $216K | Hold |
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|
2019
Q4 | $237K | Buy |
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|
2019
Q3 | $242K | Hold |
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|
2019
Q2 | $251K | Sell |
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|
2019
Q1 | $241K | Hold |
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|
2018
Q4 | $203K | Hold |
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|
2018
Q3 | $232K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $208K | Buy |
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|
2017
Q3 | $212K | Buy |
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|
2017
Q2 | $210K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $286K | Buy |
|