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	169,421 +18,648	+12%	+$3.01M	0.36%	58
2025 Q1	$21.3M	Buy	150,773 +19,666	+15%	+$3.2M	0.25%	101
2024 Q4	$21.8M	Sell	131,107 -1,978	-1%	-$351K	0.3%	89
2024 Q3	$22.7M	Buy	133,085 +15,562	+13%	+$2.25M	0.3%	84
2024 Q2	$16.6M	Buy	117,523 +13,502	+13%	+$1.68M	0.26%	102
2024 Q1	$13.1M	Buy	104,021 +2,640	+3%	+$302K	0.23%	135
2023 Q4	$10.7M	Sell	101,381 -9,824	-9%	-$1.07M	0.2%	147
2023 Q3	$11.8M	Buy	111,205 +5,649	+5%	+$654K	0.24%	121
2023 Q2	$12.6M	Buy	105,556 +94,980	+898%	+$9.82M	0.29%	97
2023 Q1	$983K	Sell	10,576 -175	-2%	-$15.3K	0.02%	345
2022 Q4	$879K	Sell	10,751 -2,604	-19%	-$198K	0.02%	350
2022 Q3	$815K	Buy	13,355 +1,849	+16%	+$135K	0.02%	349
2022 Q2	$804K	Sell	11,506 -1,742	-13%	-$128K	0.02%	358
2022 Q1	$1.1M	Sell	13,248 -129	-1%	-$10.4K	0.02%	340
2021 Q4	$1.17M	Buy	+13,377	New	+$1.26M	0.02%	355