A detailed history of Palo Alto Wealth Advisors, LLC transactions in Oracle Corp stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 2,331 shares of ORCL stock, worth $393,845. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,331
Previous 2,698 13.6%
Holding current value
$393,845
Previous $381 Million 6.55%
% of portfolio
0.17%
Previous 0.26%

Shares

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

Nov 06, 2024

SELL
$125.9 - $170.35 $46,205 - $62,518
-367 Reduced 13.6%
2,331 $406 Million
Q2 2024

Aug 13, 2024

BUY
$113.75 - $144.64 $1,023 - $1,301
9 Added 0.33%
2,698 $381 Million
Q4 2022

Feb 07, 2023

BUY
$62.41 - $84.15 $167,820 - $226,279
2,689 New
2,689 $220 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 $456B
  • 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 Palo Alto Wealth Advisors, LLC Portfolio

Follow Palo Alto Wealth Advisors, 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 Palo Alto Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Palo Alto Wealth Advisors, LLC with notifications on news.