Bell & Brown Wealth Advisors, LLC Oracle Corp Transaction History

Bell & Brown Wealth Advisors, LLC

$256 Million
Q3 2024

A detailed history of Bell & Brown Wealth Advisors, LLC transactions in Oracle Corp stock. As of the latest transaction made, Bell & Brown Wealth Advisors, LLC holds 30,394 shares of ORCL stock, worth $5.84 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares

30,394

Previous 30,787 1.28%

Holding current value

$5.84 Million

Previous $4.35 Million 19.09%

% of portfolio

2.03%

Previous 1.78%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$125.9 - $170.35 $49,478 - $66,947	-393 Reduced 1.28%	30,394 $5.18 Million
Q2 2024 Aug 13, 2024	BUY	$113.75 - $144.64 $35,717 - $45,416	314 Added 1.03%	30,787 $4.35 Million
Q1 2024 May 13, 2024	SELL	$102.46 - $129.24 $27,254 - $34,377	-266 Reduced 0.87%	30,473 $3.83 Million
Q4 2023 Feb 12, 2024	SELL	$100.31 - $117.16 $17,955 - $20,971	-179 Reduced 0.58%	30,739 $3.24 Million
Q2 2023 Aug 15, 2023	SELL	$93.71 - $126.55 $55,382 - $74,791	-591 Reduced 1.88%	30,918 $3.68 Million
Q1 2023 Apr 14, 2023	SELL	$82.98 - $92.92 $10,206 - $11,429	-123 Reduced 0.39%	31,509 $2.93 Million
Q4 2022 Feb 10, 2023	SELL	$62.41 - $84.15 $1,435 - $1,935	-23 Reduced 0.07%	31,632 $2.59 Million
Q3 2022 Oct 26, 2022	BUY	$61.07 - $79.52 $5,007 - $6,520	82 Added 0.26%	31,655 $1.93 Million
Q2 2022 Jul 22, 2022	BUY	$64.05 - $84.07 $11,080 - $14,544	173 Added 0.55%	31,573 $2.21 Million
Q1 2022 May 02, 2022	SELL	$72.47 - $89.28 $62,976 - $77,584	-869 Reduced 2.69%	31,400 $2.6 Million
Q4 2021 Feb 10, 2022	SELL	$87.21 - $103.65 $15,610 - $18,553	-179 Reduced 0.55%	32,269 $2.65 Million
Q3 2021 Nov 12, 2021	BUY	$79.54 - $91.25 $271,231 - $311,162	3,410 Added 11.74%	32,448 $2.83 Million
Q3 2020 Oct 23, 2020	BUY	$53.99 - $60.94 $343,484 - $387,700	6,362 Added 28.06%	29,038 $1.73 Million
Q2 2020 Aug 07, 2020	SELL	$48.71 - $55.27 $8,475 - $9,616	-174 Reduced 0.76%	22,676 $1.26 Million
Q1 2020 May 11, 2020	BUY	$39.8 - $55.73 $5,293 - $7,412	133 Added 0.59%	22,850 $1.22 Million
Q4 2019 Jan 17, 2020	BUY	$52.7 - $56.89 $66,718 - $72,022	1,266 Added 5.9%	22,717 $1.24 Million
Q3 2019 Oct 09, 2019	BUY	$51.58 - $60.15 $6,086 - $7,097	118 Added 0.55%	21,451 $1.16 Million
Q2 2019 Aug 06, 2019	SELL	$50.24 - $56.99 $904 - $1,025	-18 Reduced 0.08%	21,333 $1.22 Million
Q1 2019 May 13, 2019	BUY	$44.78 - $54.04 $1,029 - $1,242	23 Added 0.11%	21,351 $1.15 Million
Q4 2018 Feb 22, 2019	SELL	$42.69 - $51.8 $1.43 Million - $1.73 Million	-33,461 Reduced 61.07%	21,328 $963,000
Q4 2018 Feb 07, 2019	BUY	$42.69 - $51.8 $1.46 Million - $1.77 Million	34,161 Added 165.61%	54,789 $2.47 Million
Q3 2018 Nov 13, 2018	BUY	$44.72 - $51.72 $30,588 - $35,376	684 Added 3.43%	20,628 $1.01 Million
Q2 2018 Jul 31, 2018	SELL	$42.82 - $48.45 $513 - $581	-12 Reduced 0.06%	19,944 $879,000
Q1 2018 May 02, 2018	BUY	$44.79 - $52.97 $12,362 - $14,619	276 Added 1.4%	19,956 $909,000
Q4 2017 Feb 13, 2018	BUY	$47.28 - $50.9 $930,470 - $1 Million	19,680	19,680 $930,000

Others Institutions Holding ORCL

# of Institutions

3,363

Shares Held

1.17B

Call Options Held

22.8M

Put Options Held

22.6M

View Full List

About ORACLE CORP

Ticker ORCL
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 2,696,169,984
Market Cap $518B
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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Bell & Brown Wealth Advisors, LLC Oracle Corp Transaction History