A detailed history of Wealth Plan Partners, LLC transactions in Oracle Corp stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 3,150 shares of ORCL stock, worth $595,035. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,150
Previous 3,435 8.3%
Holding current value
$595,035
Previous $485 Million 10.67%
% of portfolio
0.07%
Previous 0.05%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$125.9 - $170.35 $35,881 - $48,549
-285 Reduced 8.3%
3,150 $537 Million
Q2 2024

Aug 09, 2024

BUY
$113.75 - $144.64 $1,137 - $1,446
10 Added 0.29%
3,435 $485 Million
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

About ORACLE CORP


  • Ticker ORCL
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 2,696,169,984
  • Market Cap $509B
  • 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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