A detailed history of Holistic Planning, LLC transactions in Oracle Corp stock. As of the latest transaction made, Holistic Planning, LLC holds 1,906 shares of ORCL stock, worth $476,595. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,906
Previous 1,939 1.7%
Holding current value
$476,595
Previous $271 Million 53.72%
% of portfolio
0.12%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025

SELL
$122.82 - $218.63 $4,053 - $7,214
-33 Reduced 1.7%
1,906 $417 Million
Q1 2025

Apr 23, 2025

BUY
$139.81 - $186.47 $5,172 - $6,899
37 Added 1.95%
1,939 $271 Million
Q4 2024

Jan 24, 2025

BUY
$165.41 - $192.43 $8,105 - $9,429
49 Added 2.64%
1,902 $317 Million
Q3 2024

Nov 01, 2024

BUY
$125.9 - $170.35 $233,292 - $315,658
1,853 New
1,853 $316 Million

Others Institutions Holding ORCL

About ORACLE CORP


  • Ticker ORCL
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 2,696,169,984
  • Market Cap $674B
  • 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 ...
More about ORCL
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