Heritage Wealth Advisors Oracle Corp Transaction History

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Oracle Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 10,151 shares of ORCL stock, worth $1.47 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,151

Previous 16,995 40.27%

Holding current value

$1.47 Million

Previous $1.79 Million 28.81%

% of portfolio

0.05%

Previous 0.09%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$102.46 - $129.24 $701,236 - $884,518	-6,844 Reduced 40.27%	10,151 $1.28 Million
Q4 2023 Feb 09, 2024	BUY	$100.31 - $117.16 $10,933 - $12,770	109 Added 0.65%	16,995 $1.79 Million
Q2 2023 Aug 09, 2023	SELL	$93.71 - $126.55 $65,597 - $88,585	-700 Reduced 3.98%	16,886 $2.01 Million
Q4 2022 Feb 06, 2023	SELL	$62.41 - $84.15 $5,242 - $7,068	-84 Reduced 0.48%	17,586 $1.44 Million
Q3 2022 Nov 10, 2022	SELL	$61.07 - $79.52 $6,900 - $8,985	-113 Reduced 0.64%	17,670 $1.08 Million

Q2 2022 Aug 04, 2022	BUY	$64.05 - $84.07 $227,377 - $298,448	3,550 Added 24.94%	17,783 $1.24 Million
Q1 2022 May 11, 2022	SELL	$72.47 - $89.28 $1.89 Million - $2.33 Million	-26,131 Reduced 64.74%	14,233 $1.18 Million
Q4 2021 Feb 02, 2022	BUY	$87.21 - $103.65 $61,046 - $72,555	700 Added 1.76%	40,364 $3.52 Million
Q3 2021 Nov 02, 2021	BUY	$79.54 - $91.25 $58,302 - $66,886	733 Added 1.88%	39,664 $3.46 Million
Q2 2021 Aug 09, 2021	SELL	$71.81 - $84.61 $690,094 - $813,102	-9,610 Reduced 19.8%	38,931 $3.03 Million
Q2 2021 Jul 27, 2021	BUY	$71.81 - $84.61 $8,401 - $9,899	117 Added 0.24%	48,541 $3.14 Million
Q1 2021 Apr 27, 2021	SELL	$60.36 - $72.64 $7,062 - $8,498	-117 Reduced 0.24%	48,424 $3.4 Million
Q4 2020 Feb 01, 2021	BUY	$55.59 - $65.3 $2.45 Million - $2.88 Million	44,116 Added 996.97%	48,541 $3.14 Million
Q3 2020 Nov 03, 2020	SELL	$53.99 - $60.94 $13,497 - $15,235	-250 Reduced 5.35%	4,425 $264,000
Q2 2020 Jul 17, 2020	BUY	$48.71 - $55.27 $225,673 - $256,065	4,633 Added 11030.95%	4,675 $258,000
Q2 2020 Jul 17, 2020	SELL	$48.71 - $55.27 $225,673 - $256,065	-4,633 Reduced 99.1%	42 $258,000
Q4 2019 Feb 04, 2020	BUY	$52.7 - $56.89 $8,800 - $9,500	167 Added 3.7%	4,675 $247,000
Q3 2019 Oct 30, 2019	SELL	$51.58 - $60.15 $54,777 - $63,879	-1,062 Reduced 19.07%	4,508 $248,000
Q2 2019 Aug 05, 2019	BUY	$50.24 - $56.99 $14,619 - $16,584	291 Added 5.51%	5,570 $0
Q3 2018 Nov 14, 2018	SELL	$44.72 - $51.72 $9,704 - $11,223	-217 Reduced 3.95%	5,279 $272,000
Q4 2017 Feb 02, 2018	BUY	$47.28 - $50.9 $10,259 - $11,045	217 Added 4.11%	5,496 $260,000
Q3 2017 Nov 07, 2017	BUY	$47.92 - $52.8 $252,969 - $278,731	5,279	5,279 $256,000

Others Institutions Holding ORCL

# of Institutions

3,035

Shares Held

1.14B

Call Options Held

22.9M

Put Options Held

19.3M

View Full List

About ORACLE CORP

Ticker ORCL
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 2,696,169,984
Market Cap $390B
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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Heritage Wealth Advisors Oracle Corp Transaction History