A detailed history of West Financial Advisors, LLC transactions in Oracle Corp stock. As of the latest transaction made, West Financial Advisors, LLC holds 1,377 shares of ORCL stock, worth $233,621. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,377
Previous 1,445 4.71%
Holding current value
$233,621
Previous $204,000 14.71%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Oct 08, 2024

SELL
$125.9 - $170.35 $8,561 - $11,583
-68 Reduced 4.71%
1,377 $234,000
Q2 2024

Jul 15, 2024

SELL
$113.75 - $144.64 $6,370 - $8,099
-56 Reduced 3.73%
1,445 $204,000
Q1 2024

Apr 11, 2024

SELL
$102.46 - $129.24 $10,246 - $12,924
-100 Reduced 6.25%
1,501 $188,000
Q2 2023

Jul 07, 2023

SELL
$93.71 - $126.55 $18,742 - $25,310
-200 Reduced 11.1%
1,601 $190,000
Q4 2022

Jan 10, 2023

SELL
$62.41 - $84.15 $31,205 - $42,075
-500 Reduced 21.73%
1,801 $0
Q3 2022

Oct 11, 2022

BUY
$61.07 - $79.52 $8,610 - $11,212
141 Added 6.53%
2,301 $141,000
Q2 2022

Jul 14, 2022

SELL
$64.05 - $84.07 $12,810 - $16,814
-200 Reduced 8.47%
2,160 $151,000
Q1 2022

Apr 18, 2022

SELL
$72.47 - $89.28 $5,435 - $6,696
-75 Reduced 3.08%
2,360 $195,000
Q2 2021

Jul 27, 2021

SELL
$71.81 - $84.61 $280,059 - $329,979
-3,900 Reduced 61.56%
2,435 $190,000
Q1 2021

Apr 20, 2021

SELL
$60.36 - $72.64 $1,146 - $1,380
-19 Reduced 0.3%
6,335 $445,000
Q4 2020

Feb 22, 2021

SELL
$55.59 - $65.3 $6,726 - $7,901
-121 Reduced 1.87%
6,354 $411,000
Q4 2020

Feb 02, 2021

BUY
$55.59 - $65.3 $359,945 - $422,817
6,475 New
6,475 $358 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 $457B
  • 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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