A detailed history of Cassady Schiller Wealth Management, LLC transactions in Oracle Corp stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 1,767 shares of ORCL stock, worth $302,881. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,767
Previous 1,767 -0.0%
Holding current value
$302,881
Previous $249,000 20.88%
% of portfolio
0.12%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$113.75 - $144.64 $28,323 - $36,015
-249 Reduced 12.35%
1,767 $249,000
Q1 2024

May 13, 2024

BUY
$102.46 - $129.24 $1,024 - $1,292
10 Added 0.5%
2,016 $253,000
Q3 2023

Nov 09, 2023

BUY
$104.62 - $126.71 $6,172 - $7,475
59 Added 3.03%
2,006 $212,000
Q2 2023

Aug 10, 2023

BUY
$93.71 - $126.55 $14,712 - $19,868
157 Added 8.77%
1,947 $231,000
Q1 2023

May 12, 2023

SELL
$82.98 - $92.92 $23,483 - $26,296
-283 Reduced 13.65%
1,790 $166,000
Q4 2022

Feb 13, 2023

BUY
$62.41 - $84.15 $129,375 - $174,442
2,073 New
2,073 $169,000
Q1 2022

May 12, 2022

SELL
$72.47 - $89.28 $131,967 - $162,578
-1,821 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$87.21 - $103.65 $158,809 - $188,746
1,821 New
1,821 $159,000

Others Institutions Holding ORCL

About ORACLE CORP


  • Ticker ORCL
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 2,696,169,984
  • Market Cap $462B
  • 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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