Transform Wealth, LLC Oracle Corp Transaction History

Transform Wealth, LLC

$1.6 Billion
Q1 2025

A detailed history of Transform Wealth, LLC transactions in Oracle Corp stock. As of the latest transaction made, Transform Wealth, LLC holds 66,408 shares of ORCL stock, worth $20.8 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

66,408

Previous 1,598 4055.69%

Holding current value

$20.8 Million

Previous $266,000 3390.23%

% of portfolio

0.58%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$139.81 - $186.47 $9.06 Million - $12.1 Million	64,810 Added 4055.69%	66,408 $9.28 Million
Q4 2024 Jan 16, 2025	BUY	$165.41 - $192.43 $165 - $192	1 Added 0.06%	1,598 $266,000
Q2 2024 Jul 15, 2024	SELL	$113.75 - $144.64 $113 - $144	-1 Reduced 0.06%	1,597 $225,000
Q1 2024 Apr 15, 2024	BUY	$102.46 - $129.24 $163,731 - $206,525	1,598 New	1,598 $200,000
Q1 2023 Apr 14, 2023	BUY	$82.98 - $92.92 $185,543 - $207,769	2,236 New	2,236 $207,000
Q4 2020 Jan 20, 2021	SELL	$55.59 - $65.3 $195,398 - $229,529	-3,515 Closed	0 $0
Q3 2020 Oct 21, 2020	SELL	$53.99 - $60.94 $7,180 - $8,105	-133 Reduced 3.65%	3,515 $210,000
Q2 2020 Jul 22, 2020	BUY	$48.71 - $55.27 $177,694 - $201,624	3,648 New	3,648 $202,000
Q1 2020 Apr 30, 2020	SELL	$39.8 - $55.73 $2.8 Million - $3.92 Million	-70,391 Closed	0 $0
Q4 2019 Jan 24, 2020	SELL	$52.7 - $56.89 $620,964 - $670,334	-11,783 Reduced 14.34%	70,391 $3.73 Million
Q3 2019 Oct 24, 2019	SELL	$51.58 - $60.15 $95,268 - $111,097	-1,847 Reduced 2.2%	82,174 $4.52 Million
Q2 2019 Jul 30, 2019	SELL	$50.24 - $56.99 $277,977 - $315,325	-5,533 Reduced 6.18%	84,021 $4.79 Million
Q1 2019 Apr 12, 2019	BUY	$44.78 - $54.04 $1.58 Million - $1.91 Million	35,299 Added 65.06%	89,554 $4.81 Million
Q4 2018 Jan 30, 2019	BUY	$42.69 - $51.8 $2.32 Million - $2.81 Million	54,255 New	54,255 $2.45 Million
Q2 2018 Aug 03, 2018	SELL	$42.82 - $48.45 $2.24 Million - $2.54 Million	-52,385 Closed	0 $0
Q1 2018 May 03, 2018	SELL	$44.79 - $52.97 $835,109 - $987,625	-18,645 Reduced 26.25%	52,385 $2.4 Million
Q4 2017 Feb 08, 2018	BUY	$47.28 - $50.9 $3.36 Million - $3.62 Million	71,030	71,030 $3.36 Million

Others Institutions Holding ORCL

# of Institutions

4,136

Shares Held

1.23B

Call Options Held

39M

Put Options Held

31.7M

View Full List

About ORACLE CORP

Ticker ORCL
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 2,696,169,984
Market Cap $844B
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 ...

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Transform Wealth, LLC Oracle Corp Transaction History