A detailed history of Summit Wealth Group, LLC transactions in Oracle Corp stock. As of the latest transaction made, Summit Wealth Group, LLC holds 2,114 shares of ORCL stock, worth $388,426. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,114
Previous 2,114 -0.0%
Holding current value
$388,426
Previous $298,000 20.81%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Jul 31, 2024

BUY
$113.75 - $144.64 $2,275 - $2,892
20 Added 0.96%
2,114 $298,000
Q2 2023

Jul 26, 2023

SELL
$93.71 - $126.55 $18.3 Million - $24.7 Million
-194,803 Reduced 98.94%
2,094 $249,000
Q1 2023

May 10, 2023

BUY
$82.98 - $92.92 $16.3 Million - $18.3 Million
196,897 New
196,897 $2,000
Q3 2021

Nov 12, 2021

SELL
$79.54 - $91.25 $137,445 - $157,680
-1,728 Closed
0 $0
Q1 2021

May 11, 2021

BUY
$60.36 - $72.64 $104,302 - $125,521
1,728 New
1,728 $121,000

Others Institutions Holding ORCL

About ORACLE CORP


  • Ticker ORCL
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 2,696,169,984
  • Market Cap $495B
  • 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 Summit Wealth Group, LLC Portfolio

Follow Summit Wealth Group, 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 Summit Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group, LLC with notifications on news.