A detailed history of Smallwood Wealth Investment Management, LLC transactions in Oracle Corp stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 2,695 shares of ORCL stock, worth $382,177. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,695
Previous 2,692 0.11%
Holding current value
$382,177
Previous $338,000 12.43%
% of portfolio
0.3%
Previous 0.26%

Shares

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

Jul 26, 2024

BUY
$113.75 - $144.64 $341 - $433
3 Added 0.11%
2,695 $380,000
Q1 2024

Apr 24, 2024

BUY
$102.46 - $129.24 $307 - $387
3 Added 0.11%
2,692 $338,000
Q4 2023

Jan 23, 2024

BUY
$100.31 - $117.16 $300 - $351
3 Added 0.11%
2,689 $283,000
Q3 2023

Oct 31, 2023

BUY
$104.62 - $126.71 $313 - $380
3 Added 0.11%
2,686 $284,000
Q2 2023

Jul 17, 2023

BUY
$93.71 - $126.55 $374 - $506
4 Added 0.15%
2,683 $319,000
Q1 2023

Apr 25, 2023

BUY
$82.98 - $92.92 $12,281 - $13,752
148 Added 5.85%
2,679 $248,000
Q4 2022

Feb 14, 2023

SELL
$62.41 - $84.15 $56,418 - $76,071
-904 Reduced 26.32%
2,531 $206,000
Q2 2022

Aug 08, 2022

BUY
$64.05 - $84.07 $43,233 - $56,747
675 Added 24.46%
3,435 $240,000
Q4 2021

Apr 05, 2022

BUY
$87.21 - $103.65 $240,699 - $286,074
2,760 New
2,760 $241,000

Others Institutions Holding ORCL

About ORACLE CORP


  • Ticker ORCL
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 2,696,169,984
  • Market Cap $382B
  • 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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