A detailed history of Integrated Wealth Concepts LLC transactions in Oracle Corp stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 59,515 shares of ORCL stock, worth $11.5 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
59,515
Previous 58,544 1.66%
Holding current value
$11.5 Million
Previous $8.27 Million 22.65%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Nov 14, 2024

BUY
$125.9 - $170.35 $122,248 - $165,409
971 Added 1.66%
59,515 $10.1 Million
Q2 2024

Aug 14, 2024

BUY
$113.75 - $144.64 $102,375 - $130,175
900 Added 1.56%
58,544 $8.27 Million
Q1 2024

May 15, 2024

BUY
$102.46 - $129.24 $84,734 - $106,881
827 Added 1.46%
57,644 $7.24 Million
Q4 2023

Feb 13, 2024

SELL
$100.31 - $117.16 $212,958 - $248,730
-2,123 Reduced 3.6%
56,817 $5.99 Million
Q3 2023

Nov 15, 2023

SELL
$104.62 - $126.71 $46,974 - $56,892
-449 Reduced 0.76%
58,940 $6.24 Million
Q2 2023

Aug 15, 2023

BUY
$93.71 - $126.55 $774,606 - $1.05 Million
8,266 Added 16.17%
59,389 $7.07 Million
Q1 2023

May 03, 2023

SELL
$82.98 - $92.92 $477,466 - $534,661
-5,754 Reduced 10.12%
51,123 $4.75 Million
Q4 2022

Feb 13, 2023

BUY
$62.41 - $84.15 $130,748 - $176,294
2,095 Added 3.82%
56,877 $4.65 Million
Q3 2022

Nov 14, 2022

BUY
$61.07 - $79.52 $52,214 - $67,989
855 Added 1.59%
54,782 $3.35 Million
Q2 2022

Aug 08, 2022

SELL
$64.05 - $84.07 $138,027 - $181,170
-2,155 Reduced 3.84%
53,927 $3.77 Million
Q1 2022

May 12, 2022

BUY
$72.47 - $89.28 $75,151 - $92,583
1,037 Added 1.88%
56,082 $4.64 Million
Q4 2021

Feb 15, 2022

BUY
$87.21 - $103.65 $453,404 - $538,876
5,199 Added 10.43%
55,045 $4.8 Million
Q3 2021

Nov 15, 2021

BUY
$79.54 - $91.25 $828,568 - $950,551
10,417 Added 26.42%
49,846 $4.34 Million
Q2 2021

Aug 13, 2021

BUY
$71.81 - $84.61 $76,046 - $89,601
1,059 Added 2.76%
39,429 $3.07 Million
Q1 2021

May 13, 2021

SELL
$60.36 - $72.64 $1.01 Million - $1.22 Million
-16,747 Reduced 30.38%
38,370 $2.69 Million
Q4 2020

Feb 12, 2021

BUY
$55.59 - $65.3 $405,751 - $476,624
7,299 Added 15.26%
55,117 $3.57 Million
Q3 2020

Nov 13, 2020

BUY
$53.99 - $60.94 $54,583 - $61,610
1,011 Added 2.16%
47,818 $2.86 Million
Q2 2020

Jul 30, 2020

BUY
$48.71 - $55.27 $88,749 - $100,701
1,822 Added 4.05%
46,807 $2.59 Million
Q1 2020

May 18, 2020

BUY
$39.8 - $55.73 $162,981 - $228,214
4,095 Added 10.01%
44,985 $2.17 Million
Q4 2019

Feb 20, 2020

BUY
$52.7 - $56.89 $939,904 - $1.01 Million
17,835 Added 77.36%
40,890 $2.17 Million
Q3 2019

Nov 15, 2019

BUY
$51.58 - $60.15 $202,193 - $235,788
3,920 Added 20.49%
23,055 $1.27 Million
Q2 2019

Aug 15, 2019

BUY
$50.24 - $56.99 $256,726 - $291,218
5,110 Added 36.43%
19,135 $1.09 Million
Q1 2019

May 15, 2019

BUY
$44.78 - $54.04 $51,989 - $62,740
1,161 Added 9.03%
14,025 $753,000
Q4 2018

Feb 14, 2019

BUY
$42.69 - $51.8 $91,441 - $110,955
2,142 Added 19.98%
12,864 $581,000
Q3 2018

Nov 13, 2018

BUY
$44.72 - $51.72 $8,675 - $10,033
194 Added 1.84%
10,722 $555,000
Q2 2018

Jul 27, 2018

BUY
$42.82 - $48.45 $31,686 - $35,853
740 Added 7.56%
10,528 $473,000
Q1 2018

May 15, 2018

BUY
$44.79 - $52.97 $51,777 - $61,233
1,156 Added 13.39%
9,788 $441,000
Q4 2017

May 15, 2018

BUY
$47.28 - $50.9 $408,120 - $439,368
8,632
8,632 $423,000

Others Institutions Holding ORCL

About ORACLE CORP


  • Ticker ORCL
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 2,696,169,984
  • Market Cap $519B
  • 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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