A detailed history of Modern Wealth Management, LLC transactions in Oracle Corp stock. As of the latest transaction made, Modern Wealth Management, LLC holds 22,611 shares of ORCL stock, worth $3.74 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
22,611
Previous 14,167 59.6%
Holding current value
$3.74 Million
Previous $2.53 Billion 24.71%
% of portfolio
0.1%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$139.81 - $186.47 $1.18 Million - $1.57 Million
8,444 Added 59.6%
22,611 $3.16 Billion
Q4 2024

May 30, 2025

SELL
$165.41 - $192.43 $1.35 Million - $1.57 Million
-8,142 Reduced 36.01%
14,469 $2.41 Million
Q4 2024

May 29, 2025

SELL
$165.41 - $192.43 $1.35 Million - $1.57 Million
-8,142 Reduced 36.01%
14,469 $2.41 Million
Q4 2024

Feb 11, 2025

BUY
$165.41 - $192.43 $1.33 Million - $1.54 Million
8,018 Added 130.4%
14,167 $2.53 Billion
Q3 2024

May 30, 2025

SELL
$125.9 - $170.35 $2.16 Million - $2.92 Million
-17,129 Reduced 75.76%
5,482 $933,000
Q3 2024

May 29, 2025

SELL
$125.9 - $170.35 $2.16 Million - $2.92 Million
-17,129 Reduced 75.76%
5,482 $933,000
Q3 2024

Nov 05, 2024

BUY
$125.9 - $170.35 $88,381 - $119,585
702 Added 12.89%
6,149 $1.05 Billion
Q2 2024

May 29, 2025

SELL
$113.75 - $144.64 $2.03 Million - $2.58 Million
-17,828 Reduced 78.85%
4,783 $675,000
Q2 2024

Aug 07, 2024

BUY
$113.75 - $144.64 $18,200 - $23,142
160 Added 3.03%
5,447 $769 Million
Q1 2024

May 28, 2025

SELL
$102.46 - $129.24 $1.84 Million - $2.33 Million
-18,002 Reduced 79.62%
4,609 $579 Million
Q1 2024

May 13, 2024

BUY
$102.46 - $129.24 $178,075 - $224,619
1,738 Added 48.97%
5,287 $617 Million
Q4 2023

May 28, 2025

SELL
$100.31 - $117.16 $1.89 Million - $2.21 Million
-18,833 Reduced 83.29%
3,778 $398 Million
Q4 2023

Feb 14, 2024

BUY
$100.31 - $117.16 $356,000 - $415,800
3,549 New
3,549 $374 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 $446B
  • 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 Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.