Phoenix Wealth Advisors Oracle Corp Transaction History

Phoenix Wealth Advisors

$215 Million
Q3 2024

A detailed history of Phoenix Wealth Advisors transactions in Oracle Corp stock. As of the latest transaction made, Phoenix Wealth Advisors holds 4,454 shares of ORCL stock, worth $857,083. This represents 0.35% of its overall portfolio holdings.

Number of Shares

4,454

Previous 4,504 1.11%

Holding current value

$857,083

Previous $635,000 19.37%

% of portfolio

0.35%

Previous 0.32%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$125.9 - $170.35 $6,295 - $8,517	-50 Reduced 1.11%	4,454 $758,000
Q2 2024 Jul 17, 2024	BUY	$113.75 - $144.64 $35,831 - $45,561	315 Added 7.52%	4,504 $635,000
Q1 2024 Apr 26, 2024	SELL	$102.46 - $129.24 $3,995 - $5,040	-39 Reduced 0.92%	4,189 $526,000
Q4 2023 Jan 30, 2024	SELL	$100.31 - $117.16 $5,416 - $6,326	-54 Reduced 1.26%	4,228 $445,000
Q3 2023 Nov 06, 2023	BUY	$104.62 - $126.71 $4,184 - $5,068	40 Added 0.94%	4,282 $453,000
Q2 2023 Jul 13, 2023	SELL	$93.71 - $126.55 $154,246 - $208,301	-1,646 Reduced 27.96%	4,242 $505,000
Q1 2023 May 05, 2023	SELL	$82.98 - $92.92 $6,721 - $7,526	-81 Reduced 1.36%	5,888 $547,000
Q4 2022 Feb 06, 2023	BUY	$62.41 - $84.15 $15,352 - $20,700	246 Added 4.3%	5,969 $487,000
Q3 2022 Nov 07, 2022	SELL	$61.07 - $79.52 $793 - $1,033	-13 Reduced 0.23%	5,723 $350,000
Q2 2022 Aug 01, 2022	BUY	$64.05 - $84.07 $24,531 - $32,198	383 Added 7.15%	5,736 $401,000
Q1 2022 May 02, 2022	BUY	$72.47 - $89.28 $24,857 - $30,623	343 Added 6.85%	5,353 $440,000
Q4 2021 Feb 11, 2022	SELL	$87.21 - $103.65 $70,901 - $84,267	-813 Reduced 13.96%	5,010 $437,000
Q3 2021 Nov 15, 2021	BUY	$79.54 - $91.25 $3,420 - $3,923	43 Added 0.74%	5,823 $507,000
Q2 2021 Jul 23, 2021	BUY	$71.81 - $84.61 $27,862 - $32,828	388 Added 7.2%	5,780 $480,000
Q1 2021 Apr 12, 2021	BUY	$60.36 - $72.64 $50,400 - $60,654	835 Added 18.32%	5,392 $387,000
Q4 2020 Feb 05, 2021	BUY	$55.59 - $65.3 $253,323 - $297,572	4,557 New	4,557 $295,000

Others Institutions Holding ORCL

# of Institutions

3,363

Shares Held

1.17B

Call Options Held

22.8M

Put Options Held

22.6M

View Full List

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 ...

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Phoenix Wealth Advisors Oracle Corp Transaction History