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Oracle Corporation shares owned by Concentric Wealth Management

Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Concentric Wealth Management from 13F filings

Historical chart of Concentric Wealth Management investment in Oracle Corporation

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All positions including Oracle Corporation held by Concentric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oracle Corporation by Concentric Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.2M 68k 105.43
2023-09-30 $7.0M 66k 105.92
2023-06-30 $7.9M 67k 119.09
2023-03-31 $6.5M 70k 92.92
2022-12-31 $5.7M 69k 81.74
2022-09-30 $4.3M 71k 61.07
2022-06-30 $4.8M 69k 69.86
2022-03-31 $5.6M 68k 82.73
2021-12-31 $5.9M 68k 87.20
2021-09-30 $5.9M 68k 87.13
2021-06-30 $5.4M 69k 77.84
2021-03-31 $4.8M 68k 70.17
2020-12-31 $4.2M 64k 64.69
2020-09-30 $3.7M 63k 59.69
2020-06-30 $3.4M 62k 55.27
2020-03-31 $2.8M 58k 48.33
2019-12-31 $3.0M 57k 52.98
2019-09-30 $3.1M 57k 55.02
2019-06-30 $3.3M 57k 56.97
2019-03-31 $3.1M 58k 53.71
2018-12-31 $2.6M 59k 45.15
2018-09-30 $2.8M 54k 51.55
2018-06-30 $2.5M 56k 44.06
2018-03-31 $2.5M 54k 45.75
2017-12-31 $2.5M 53k 47.28
2017-09-30 $2.6M 53k 48.35
2017-06-30 $2.7M 53k 50.14
2017-03-31 $2.4M 54k 44.60
2016-12-31 $2.1M 54k 38.45