A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Oracle Corp stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 3,571 shares of ORCL stock, worth $1.12 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
3,571
Previous 3,583 0.33%
Holding current value
$1.12 Million
Previous $501 Million 55.85%
% of portfolio
0.52%
Previous 0.38%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025

SELL
$122.82 - $218.63 $1,473 - $2,623
-12 Reduced 0.33%
3,571 $781 Million
Q1 2025

Apr 30, 2025

BUY
$139.81 - $186.47 $2,656 - $3,542
19 Added 0.53%
3,583 $501 Million
Q4 2024

Feb 11, 2025

BUY
$165.41 - $192.43 $496 - $577
3 Added 0.08%
3,564 $594 Million
Q3 2024

Oct 18, 2024

SELL
$125.9 - $170.35 $125 - $170
-1 Reduced 0.03%
3,561 $607 Million
Q2 2024

Jul 25, 2024

SELL
$113.75 - $144.64 $5,915 - $7,521
-52 Reduced 1.44%
3,562 $503 Million
Q1 2024

May 06, 2024

SELL
$102.46 - $129.24 $3,586 - $4,523
-35 Reduced 0.96%
3,614 $454 Million
Q4 2023

Feb 14, 2024

BUY
$100.31 - $117.16 $366,031 - $427,516
3,649 New
3,649 $385 Million

Others Institutions Holding ORCL

About ORACLE CORP


  • Ticker ORCL
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 2,696,169,984
  • Market Cap $844B
  • 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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