A detailed history of Wealth Plan Investment Management, LLC transactions in Oracle Corp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 10,706 shares of ORCL stock, worth $2.3 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
10,706
Previous 6,242 71.52%
Holding current value
$2.3 Million
Previous $1.04 Million 43.85%
% of portfolio
0.16%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025

BUY
$139.81 - $186.47 $624,111 - $832,402
4,464 Added 71.52%
10,706 $1.5 Million
Q4 2024

Jan 30, 2025

BUY
$165.41 - $192.43 $761,547 - $885,947
4,604 Added 281.07%
6,242 $1.04 Million
Q3 2024

Nov 05, 2024

BUY
$125.9 - $170.35 $206,224 - $279,033
1,638 New
1,638 $279,000
Q3 2023

Nov 09, 2023

BUY
$104.62 - $126.71 $211,227 - $255,827
2,019 New
2,019 $213,000
Q3 2022

Dec 12, 2022

SELL
$61.07 - $79.52 $233,470 - $304,004
-3,823 Closed
0 $0
Q1 2022

Sep 07, 2022

BUY
$72.47 - $89.28 $277,052 - $341,317
3,823 New
3,823 $281,000

Others Institutions Holding ORCL

About ORACLE CORP


  • Ticker ORCL
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 2,696,169,984
  • Market Cap $580B
  • 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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