Congress Wealth 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
Q2 | $37M | Buy |
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|
2025
Q1 | $21.3M | Buy |
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|
2024
Q4 | $21.8M | Sell |
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|
2024
Q3 | $22.7M | Buy |
|
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|
2024
Q2 | $16.6M | Buy |
|
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|
2024
Q1 | $13.1M | Buy |
|
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|
2023
Q4 | $10.7M | Sell |
|
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|
2023
Q3 | $11.8M | Buy |
|
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|
2023
Q2 | $12.6M | Buy |
|
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|
2023
Q1 | $983K | Sell |
|
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|
2022
Q4 | $879K | Sell |
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|
2022
Q3 | $815K | Buy |
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|
2022
Q2 | $804K | Sell |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.17M | Buy |
|