Congress Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37M | Buy |
169,421
+18,648
| +12% | +$4.08M | 0.36% | 58 |
|
|
2025
Q1 | $21.3M | Buy |
150,773
+19,666
| +15% | +$2.77M | 0.25% | 101 |
|
|
2024
Q4 | $21.8M | Sell |
131,107
-1,978
| -1% | -$330K | 0.3% | 89 |
|
|
2024
Q3 | $22.7M | Buy |
133,085
+15,562
| +13% | +$2.65M | 0.3% | 84 |
|
|
2024
Q2 | $16.6M | Buy |
117,523
+13,502
| +13% | +$1.91M | 0.26% | 102 |
|
|
2024
Q1 | $13.1M | Buy |
104,021
+2,640
| +3% | +$332K | 0.23% | 135 |
|
|
2023
Q4 | $10.7M | Sell |
101,381
-9,824
| -9% | -$1.04M | 0.2% | 147 |
|
|
2023
Q3 | $11.8M | Buy |
111,205
+5,649
| +5% | +$598K | 0.24% | 121 |
|
|
2023
Q2 | $12.6M | Buy |
105,556
+94,980
| +898% | +$11.3M | 0.29% | 97 |
|
|
2023
Q1 | $983K | Sell |
10,576
-175
| -2% | -$16.3K | 0.02% | 345 |
|
|
2022
Q4 | $879K | Sell |
10,751
-2,604
| -19% | -$213K | 0.02% | 350 |
|
|
2022
Q3 | $815K | Buy |
13,355
+1,849
| +16% | +$113K | 0.02% | 349 |
|
|
2022
Q2 | $804K | Sell |
11,506
-1,742
| -13% | -$122K | 0.02% | 358 |
|
|
2022
Q1 | $1.1M | Sell |
13,248
-129
| -1% | -$10.7K | 0.02% | 340 |
|
|
2021
Q4 | $1.17M | Buy |
+13,377
| New | +$1.17M | 0.02% | 352 |
|