A detailed history of Heartwood Wealth Advisors LLC transactions in Oracle Corp stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 4,393 shares of ORCL stock, worth $746,897. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,393
Previous 4,393 -0.0%
Holding current value
$746,897
Previous $620,000 20.65%
% of portfolio
0.08%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 12, 2023

SELL
$62.41 - $84.15 $4,867 - $6,563
-78 Reduced 1.74%
4,393 $0
Q3 2022

Oct 25, 2022

SELL
$61.07 - $79.52 $1,221 - $1,590
-20 Reduced 0.45%
4,471 $273,000
Q2 2022

Jul 25, 2022

SELL
$64.05 - $84.07 $42,913 - $56,326
-670 Reduced 12.98%
4,491 $314,000
Q1 2022

Apr 26, 2022

BUY
$72.47 - $89.28 $70,658 - $87,048
975 Added 23.29%
5,161 $427,000
Q1 2020

May 04, 2020

SELL
$39.8 - $55.73 $4,736 - $6,631
-119 Reduced 2.76%
4,186 $202,000
Q4 2019

Jan 31, 2020

BUY
$52.7 - $56.89 $226,873 - $244,911
4,305 New
4,305 $228,000

Others Institutions Holding ORCL

About ORACLE CORP


  • Ticker ORCL
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 2,696,169,984
  • Market Cap $458B
  • 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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