A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Oracle Corp stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 6,329 shares of ORCL stock, worth $1.06 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
6,329
Previous 6,416 1.36%
Holding current value
$1.06 Million
Previous $805,000 10.93%
% of portfolio
0.24%
Previous 0.23%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

SELL
$113.75 - $144.64 $9,896 - $12,583
-87 Reduced 1.36%
6,329 $893,000
Q1 2024

May 03, 2024

SELL
$102.46 - $129.24 $81,968 - $103,392
-800 Reduced 11.09%
6,416 $805,000
Q2 2023

Aug 11, 2023

BUY
$93.71 - $126.55 $18,835 - $25,436
201 Added 2.87%
7,216 $859,000
Q4 2022

Feb 08, 2023

BUY
$62.41 - $84.15 $187,230 - $252,450
3,000 Added 74.72%
7,015 $573,000
Q4 2021

Feb 08, 2022

SELL
$87.21 - $103.65 $610 - $725
-7 Reduced 0.17%
4,015 $350,000
Q3 2021

Oct 21, 2021

SELL
$79.54 - $91.25 $8,908 - $10,220
-112 Reduced 2.71%
4,022 $350,000
Q1 2021

May 07, 2021

BUY
$60.36 - $72.64 $249,528 - $300,293
4,134 New
4,134 $290,000

Others Institutions Holding ORCL

About ORACLE CORP


  • Ticker ORCL
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 2,696,169,984
  • Market Cap $453B
  • 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 Schwarz Dygos Wheeler Investment Advisors LLC Portfolio

Follow Schwarz Dygos Wheeler Investment Advisors 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 Schwarz Dygos Wheeler Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwarz Dygos Wheeler Investment Advisors LLC with notifications on news.