Congress Asset Management’s Oracle ORCL Stock Holding History

Congress Asset Management’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$23.6M	Sell	107,976 -169	-0.2%	-$36.9K	0.16%	129
2025 Q1	$15.1M	Sell	108,145 -1,950	-2%	-$273K	0.11%	154
2024 Q4	$18.3M	Buy	110,095 +2,654	+2%	+$442K	0.12%	140
2024 Q3	$18.3M	Buy	107,441 +1,358	+1%	+$231K	0.12%	135
2024 Q2	$15M	Sell	106,083 -1,404	-1%	-$198K	0.11%	145
2024 Q1	$13.5M	Buy	107,487 +13,329	+14%	+$1.67M	0.1%	151
2023 Q4	$9.93M	Sell	94,158 -19,644	-17%	-$2.07M	0.08%	176
2023 Q3	$12.1M	Buy	113,802 +2,454	+2%	+$260K	0.11%	150
2023 Q2	$13.3M	Buy	111,348 +108,358	+3,624%	+$12.9M	0.12%	151
2023 Q1	$278K	Hold	2,990	–	–	﹤0.01%	355
2022 Q4	$244K	Buy	+2,990	New	+$244K	﹤0.01%	369
2022 Q3	–	Sell	-2,990	Closed	-$209K	–	377
2022 Q2	$209K	Sell	2,990 -27	-0.9%	-$1.89K	﹤0.01%	362
2022 Q1	$250K	Sell	3,017 -32	-1%	-$2.65K	﹤0.01%	355
2021 Q4	$266K	Sell	3,049 -15	-0.5%	-$1.31K	﹤0.01%	358
2021 Q3	$267K	Hold	3,064	–	–	﹤0.01%	342
2021 Q2	$239K	Buy	3,064 +27	+0.9%	+$2.11K	﹤0.01%	353
2021 Q1	$213K	Sell	3,037 -1,697	-36%	-$119K	﹤0.01%	351
2020 Q4	$306K	Buy	4,734 +83	+2%	+$5.37K	﹤0.01%	330
2020 Q3	$278K	Sell	4,651 -148	-3%	-$8.85K	﹤0.01%	318
2020 Q2	$265K	Buy	4,799 +329	+7%	+$18.2K	﹤0.01%	311
2020 Q1	$216K	Hold	4,470	–	–	﹤0.01%	320
2019 Q4	$237K	Buy	4,470 +71	+2%	+$3.76K	﹤0.01%	338
2019 Q3	$242K	Hold	4,399	–	–	﹤0.01%	338
2019 Q2	$251K	Sell	4,399 -91	-2%	-$5.19K	﹤0.01%	341
2019 Q1	$241K	Hold	4,490	–	–	﹤0.01%	346
2018 Q4	$203K	Hold	4,490	–	–	﹤0.01%	359
2018 Q3	$232K	Buy	+4,490	New	+$232K	﹤0.01%	359
2018 Q1	–	Sell	-4,400	Closed	-$208K	–	393
2017 Q4	$208K	Buy	4,400 +5	+0.1%	+$236	﹤0.01%	370
2017 Q3	$212K	Buy	4,395 +200	+5%	+$9.65K	﹤0.01%	381
2017 Q2	$210K	Buy	+4,195	New	+$210K	﹤0.01%	252
2013 Q3	–	Sell	-9,298	Closed	-$286K	–	228
2013 Q2	$286K	Buy	+9,298	New	+$286K	0.01%	205