Evercore Wealth Management, LLC Oracle Corp Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Oracle Corp stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 64,946 shares of ORCL stock, worth $10.8 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

64,946

Previous 66,383 2.16%

Holding current value

$10.8 Million

Previous $9.37 Million 18.03%

% of portfolio

0.17%

Previous 0.15%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$125.9 - $170.35 $180,918 - $244,792	-1,437 Reduced 2.16%	64,946 $11.1 Million
Q2 2024 Aug 14, 2024	SELL	$113.75 - $144.64 $132,632 - $168,650	-1,166 Reduced 1.73%	66,383 $9.37 Million
Q1 2024 May 15, 2024	SELL	$102.46 - $129.24 $36,885 - $46,526	-360 Reduced 0.53%	67,549 $8.48 Million
Q4 2023 Feb 14, 2024	SELL	$100.31 - $117.16 $353,291 - $412,637	-3,522 Reduced 4.93%	67,909 $7.16 Million
Q3 2023 Nov 14, 2023	SELL	$104.62 - $126.71 $218,446 - $264,570	-2,088 Reduced 2.84%	71,431 $7.57 Million
Q2 2023 Aug 04, 2023	SELL	$93.71 - $126.55 $76,935 - $103,897	-821 Reduced 1.1%	73,519 $8.76 Million
Q1 2023 May 15, 2023	SELL	$82.98 - $92.92 $483,275 - $541,166	-5,824 Reduced 7.27%	74,340 $6.91 Million
Q4 2022 Feb 14, 2023	SELL	$62.41 - $84.15 $147,537 - $198,930	-2,364 Reduced 2.86%	80,164 $6.55 Million
Q3 2022 Nov 14, 2022	SELL	$61.07 - $79.52 $33,038 - $43,020	-541 Reduced 0.65%	82,528 $5.04 Million
Q2 2022 Aug 15, 2022	SELL	$64.05 - $84.07 $148,403 - $194,790	-2,317 Reduced 2.71%	83,069 $5.8 Million
Q1 2022 May 16, 2022	SELL	$72.47 - $89.28 $103,704 - $127,759	-1,431 Reduced 1.65%	85,386 $7.06 Million
Q4 2021 Feb 14, 2022	SELL	$87.21 - $103.65 $91,396 - $108,625	-1,048 Reduced 1.19%	86,817 $7.57 Million
Q3 2021 Nov 15, 2021	SELL	$79.54 - $91.25 $246,892 - $283,240	-3,104 Reduced 3.41%	87,865 $7.66 Million
Q2 2021 Aug 16, 2021	SELL	$71.81 - $84.61 $46,532 - $54,827	-648 Reduced 0.71%	90,969 $7.08 Million
Q1 2021 May 17, 2021	SELL	$60.36 - $72.64 $665,287 - $800,638	-11,022 Reduced 10.74%	91,617 $6.43 Million
Q4 2020 Feb 16, 2021	SELL	$55.59 - $65.3 $379,957 - $446,325	-6,835 Reduced 6.24%	102,639 $6.64 Million
Q3 2020 Nov 16, 2020	SELL	$53.99 - $60.94 $246,302 - $278,008	-4,562 Reduced 4.0%	109,474 $6.54 Million
Q2 2020 Aug 13, 2020	BUY	$48.71 - $55.27 $134,634 - $152,766	2,764 Added 2.48%	114,036 $6.3 Million
Q1 2020 May 14, 2020	SELL	$39.8 - $55.73 $1.02 Million - $1.43 Million	-25,747 Reduced 18.79%	111,272 $5.38 Million
Q4 2019 Feb 13, 2020	SELL	$52.7 - $56.89 $163,528 - $176,529	-3,103 Reduced 2.21%	137,019 $7.26 Million
Q3 2019 Nov 14, 2019	SELL	$51.58 - $60.15 $76,647 - $89,382	-1,486 Reduced 1.05%	140,122 $7.71 Million
Q2 2019 Aug 13, 2019	SELL	$50.24 - $56.99 $4,270 - $4,844	-85 Reduced 0.06%	141,608 $8.07 Million
Q1 2019 May 14, 2019	BUY	$44.78 - $54.04 $201,868 - $243,612	4,508 Added 3.29%	141,693 $7.61 Million
Q4 2018 Feb 13, 2019	SELL	$42.69 - $51.8 $94,259 - $114,374	-2,208 Reduced 1.58%	137,185 $6.19 Million
Q3 2018 Nov 13, 2018	BUY	$44.72 - $51.72 $129,598 - $149,884	2,898 Added 2.12%	139,393 $7.19 Million
Q2 2018 Aug 14, 2018	SELL	$42.82 - $48.45 $19,911 - $22,529	-465 Reduced 0.34%	136,495 $6.01 Million
Q1 2018 May 15, 2018	SELL	$44.79 - $52.97 $178,040 - $210,555	-3,975 Reduced 2.82%	136,960 $6.27 Million
Q4 2017 Feb 13, 2018	SELL	$47.28 - $50.9 $499,986 - $538,267	-10,575 Reduced 6.98%	140,935 $6.66 Million
Q3 2017 Nov 13, 2017	BUY	$47.92 - $52.8 $7.26 Million - $8 Million	151,510	151,510 $7.33 Million

Others Institutions Holding ORCL

# of Institutions

3,372

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 $448B
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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Evercore Wealth Management, LLC Oracle Corp Transaction History