A detailed history of Transform Wealth, LLC transactions in Oracle Corp stock. As of the latest transaction made, Transform Wealth, LLC holds 1,597 shares of ORCL stock, worth $271,521. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,597
Previous 1,597 -0.0%
Holding current value
$271,521
Previous $225,000 20.89%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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 Transform Wealth, LLC Portfolio

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

News

Stay updated on Transform Wealth, LLC with notifications on news.