A detailed history of Shanker Valleau Wealth Advisors, Inc. transactions in Oracle Corp stock. As of the latest transaction made, Shanker Valleau Wealth Advisors, Inc. holds 400,617 shares of ORCL stock, worth $68 Million. This represents 23.25% of its overall portfolio holdings.

Number of Shares
400,617
Previous 221,799 80.62%
Holding current value
$68 Million
Previous $31.3 Million 117.91%
% of portfolio
23.25%
Previous 13.41%

Shares

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

Oct 08, 2024

BUY
$125.9 - $170.35 $22.5 Million - $30.5 Million
178,818 Added 80.62%
400,617 $68.2 Million
Q2 2024

Jul 02, 2024

BUY
$113.75 - $144.64 $11.3 Million - $14.3 Million
99,043 Added 80.68%
221,799 $31.3 Million
Q1 2024

Apr 17, 2024

SELL
$102.46 - $129.24 $206,969 - $261,064
-2,020 Reduced 1.62%
122,756 $15.4 Million
Q4 2023

Jan 11, 2024

SELL
$100.31 - $117.16 $167,918 - $196,125
-1,674 Reduced 1.32%
124,776 $13.2 Million
Q3 2023

Oct 12, 2023

SELL
$104.62 - $126.71 $131,925 - $159,781
-1,261 Reduced 0.99%
126,450 $13.4 Million
Q2 2023

Jul 12, 2023

SELL
$93.71 - $126.55 $336,606 - $454,567
-3,592 Reduced 2.74%
127,711 $15.2 Million
Q1 2023

Apr 17, 2023

SELL
$82.98 - $92.92 $174,258 - $195,132
-2,100 Reduced 1.57%
131,303 $12.2 Million
Q4 2022

Jan 12, 2023

SELL
$62.41 - $84.15 $197,590 - $266,418
-3,166 Reduced 2.32%
133,403 $0
Q3 2022

Oct 05, 2022

SELL
$61.07 - $79.52 $272,799 - $355,215
-4,467 Reduced 3.17%
136,569 $8.34 Million
Q2 2022

Jul 08, 2022

SELL
$64.05 - $84.07 $114,009 - $149,644
-1,780 Reduced 1.25%
141,036 $9.85 Million
Q1 2022

Apr 28, 2022

SELL
$72.47 - $89.28 $169,942 - $209,361
-2,345 Reduced 1.62%
142,816 $11.8 Million
Q4 2021

Jan 27, 2022

BUY
$87.21 - $103.65 $12.7 Million - $15 Million
145,161 New
145,161 $12.7 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 $458B
  • 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 Shanker Valleau Wealth Advisors, Inc. Portfolio

Follow Shanker Valleau Wealth Advisors, Inc. 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 Shanker Valleau Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shanker Valleau Wealth Advisors, Inc. with notifications on news.