Congress Wealth Management LLC Oracle Corp Transaction History

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Oracle Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 131,107 shares of ORCL stock, worth $22 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

131,107

Previous 133,085 1.49%

Holding current value

$22 Million

Previous $22.7 Million 3.63%

% of portfolio

0.31%

Previous 0.31%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$165.41 - $192.43 $327,180 - $380,626	-1,978 Reduced 1.49%	131,107 $21.8 Million
Q3 2024 Nov 12, 2024	BUY	$125.9 - $170.35 $1.96 Million - $2.65 Million	15,562 Added 13.24%	133,085 $22.7 Million
Q2 2024 Aug 13, 2024	BUY	$113.75 - $144.64 $1.54 Million - $1.95 Million	13,502 Added 12.98%	117,523 $16.6 Million
Q1 2024 Apr 18, 2024	BUY	$102.46 - $129.24 $270,494 - $341,193	2,640 Added 2.6%	104,021 $13.1 Million
Q4 2023 Feb 09, 2024	SELL	$100.31 - $117.16 $985,445 - $1.15 Million	-9,824 Reduced 8.83%	101,381 $10.7 Million
Q3 2023 Oct 30, 2023	BUY	$104.62 - $126.71 $590,998 - $715,784	5,649 Added 5.35%	111,205 $11.8 Million
Q2 2023 Jul 13, 2023	BUY	$93.71 - $126.55 $8.9 Million - $12 Million	94,980 Added 898.07%	105,556 $12.6 Million
Q1 2023 Apr 14, 2023	SELL	$82.98 - $92.92 $14,521 - $16,261	-175 Reduced 1.63%	10,576 $982,000
Q4 2022 Feb 02, 2023	SELL	$62.41 - $84.15 $162,515 - $219,126	-2,604 Reduced 19.5%	10,751 $878,000
Q3 2022 Nov 08, 2022	BUY	$61.07 - $79.52 $112,918 - $147,032	1,849 Added 16.07%	13,355 $815,000
Q2 2022 Aug 11, 2022	SELL	$64.05 - $84.07 $111,575 - $146,449	-1,742 Reduced 13.15%	11,506 $804,000
Q1 2022 May 16, 2022	SELL	$72.47 - $89.28 $9,348 - $11,517	-129 Reduced 0.96%	13,248 $1.1 Million
Q4 2021 Feb 04, 2022	BUY	$87.21 - $103.65 $1.17 Million - $1.39 Million	13,377 New	13,377 $1.17 Million

Others Institutions Holding ORCL

# of Institutions

3,627

Shares Held

1.19B

Call Options Held

20.6M

Put Options Held

28.3M

View Full List

About ORACLE CORP

Ticker ORCL
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 2,696,169,984
Market Cap $452B
Description
Oracle Corporation offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion ...

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Congress Wealth Management LLC Oracle Corp Transaction History