Shanker Valleau Wealth Advisors, Inc. Oracle Corp Transaction History

Shanker Valleau Wealth Advisors, Inc.

$291 Million
Q4 2024

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 331,581 shares of ORCL stock, worth $53.4 Million. This represents 18.99% of its overall portfolio holdings.

Number of Shares

331,581

Previous 400,617 17.23%

Holding current value

$53.4 Million

Previous $68.2 Million 19.04%

% of portfolio

18.99%

Previous 23.25%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 06, 2025	SELL	$165.41 - $192.43 $11.4 Million - $13.3 Million	-69,036 Reduced 17.23%	331,581 $55.3 Million
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

# of Institutions

3,385

Shares Held

1.16B

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 $434B
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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Shanker Valleau Wealth Advisors, Inc. Oracle Corp Transaction History