A detailed history of Holistic Financial Partners transactions in Oracle Corp stock. As of the latest transaction made, Holistic Financial Partners holds 2,845 shares of ORCL stock, worth $547,065. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,845
Previous 3,389 16.05%
Holding current value
$547,065
Previous $478,000 1.26%
% of portfolio
0.24%
Previous 0.25%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

SELL
$125.9 - $170.35 $68,489 - $92,670
-544 Reduced 16.05%
2,845 $484,000
Q2 2024

Jul 30, 2024

BUY
$113.75 - $144.64 $37,765 - $48,020
332 Added 10.86%
3,389 $478,000
Q1 2024

May 08, 2024

BUY
$102.46 - $129.24 $113,628 - $143,327
1,109 Added 56.93%
3,057 $383,000
Q4 2023

Feb 12, 2024

BUY
$100.31 - $117.16 $195,403 - $228,227
1,948 New
1,948 $205,000
Q2 2018

Aug 14, 2018

SELL
$42.82 - $48.45 $100,027 - $113,179
-2,336 Closed
0 $0
Q1 2018

May 14, 2018

BUY
$44.79 - $52.97 $2,642 - $3,125
59 Added 2.59%
2,336 $107,000
Q4 2017

Feb 09, 2018

BUY
$47.28 - $50.9 $107,656 - $115,899
2,277
2,277 $108,000

Others Institutions Holding ORCL

About ORACLE CORP


  • Ticker ORCL
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 2,696,169,984
  • Market Cap $518B
  • 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
Track This Portfolio

Track Holistic Financial Partners Portfolio

Follow Holistic Financial Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Financial Partners, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Financial Partners with notifications on news.