Wealth Plan Partners, LLC Oracle Corp Transaction History

Wealth Plan Partners, LLC

$966 Billion
Q1 2024

A detailed history of Wealth Plan Partners, LLC transactions in Oracle Corp stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 3,425 shares of ORCL stock, worth $496,042. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,425

Previous 1,994 71.77%

Holding current value

$496,042

Previous $210 Million 104.64%

% of portfolio

0.04%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$102.46 - $129.24 $146,620 - $184,942	1,431 Added 71.77%	3,425 $430 Million
Q4 2023 Jan 05, 2024	SELL	$100.31 - $117.16 $2,507 - $2,929	-25 Reduced 1.24%	1,994 $210 Million
Q3 2023 Nov 01, 2023	BUY	$104.62 - $126.71 $9,625 - $11,657	92 Added 4.77%	2,019 $214 Million
Q2 2023 Jul 31, 2023	SELL	$93.71 - $126.55 $26,238 - $35,434	-280 Reduced 12.69%	1,927 $229 Million
Q1 2023 May 10, 2023	BUY	$82.98 - $92.92 $183,136 - $205,074	2,207 New	2,207 $205 Million

Q4 2022 Feb 16, 2023	SELL	$62.41 - $84.15 $238,593 - $321,705	-3,823 Closed	0 $0
Q1 2022 May 03, 2022	SELL	$72.47 - $89.28 $34,640 - $42,675	-478 Reduced 11.11%	3,823 $281,000
Q4 2021 Feb 01, 2022	BUY	$87.21 - $103.65 $21,279 - $25,290	244 Added 6.01%	4,301 $349,000
Q3 2021 Dec 09, 2021	SELL	$79.54 - $91.25 $4,374 - $5,018	-55 Reduced 1.34%	4,057 $353,000
Q2 2021 Aug 19, 2021	SELL	$71.81 - $84.61 $933 - $1,099	-13 Reduced 0.32%	4,112 $369,000
Q1 2021 May 11, 2021	BUY	$60.36 - $72.64 $4,708 - $5,665	78 Added 1.93%	4,125 $324,000
Q4 2020 Feb 09, 2021	SELL	$55.59 - $65.3 $2,723 - $3,199	-49 Reduced 1.2%	4,047 $256,000
Q3 2020 Dec 18, 2020	SELL	$53.99 - $60.94 $227,729 - $257,044	-4,218 Reduced 50.73%	4,096 $231,000
Q2 2020 Aug 19, 2020	SELL	$48.71 - $55.27 $47,346 - $53,722	-972 Reduced 10.47%	8,314 $449,000
Q1 2020 May 15, 2020	BUY	$39.8 - $55.73 $182,522 - $255,577	4,586 Added 97.57%	9,286 $491,000
Q4 2019 Feb 14, 2020	BUY	$52.7 - $56.89 $247,690 - $267,383	4,700 New	4,700 $262,000

Others Institutions Holding ORCL

# of Institutions

3,033

Shares Held

1.14B

Call Options Held

22.9M

Put Options Held

19.3M

View Full List

About ORACLE CORP

Ticker ORCL
Exchange NYSE
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 2,696,169,984
Market Cap $390B
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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Wealth Plan Partners, LLC Oracle Corp Transaction History