A detailed history of Beta Wealth Group, Inc. transactions in Oracle Corp stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 5,805 shares of ORCL stock, worth $896,872. This represents 0.49% of its overall portfolio holdings.

Number of Shares
5,805
Previous 6,104 4.9%
Holding current value
$896,872
Previous $861,000 14.75%
% of portfolio
0.49%
Previous 0.44%

Shares

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

Nov 01, 2024

SELL
$125.9 - $170.35 $37,644 - $50,934
-299 Reduced 4.9%
5,805 $988,000
Q2 2024

Aug 12, 2024

BUY
$113.75 - $144.64 $22,863 - $29,072
201 Added 3.41%
6,104 $861,000
Q1 2024

May 14, 2024

BUY
$102.46 - $129.24 $133,198 - $168,012
1,300 Added 28.24%
5,903 $741,000
Q4 2023

Feb 09, 2024

BUY
$100.31 - $117.16 $200 - $234
2 Added 0.04%
4,603 $485,000
Q3 2023

Nov 13, 2023

BUY
$104.62 - $126.71 $41,952 - $50,810
401 Added 9.55%
4,601 $487,000
Q2 2023

Aug 11, 2023

SELL
$93.71 - $126.55 $74,968 - $101,240
-800 Reduced 16.0%
4,200 $500,000
Q1 2023

May 09, 2023

BUY
$82.98 - $92.92 $33,192 - $37,168
400 Added 8.7%
5,000 $464,000
Q4 2022

Feb 10, 2023

SELL
$62.41 - $84.15 $12,482 - $16,830
-200 Reduced 4.17%
4,600 $376,000
Q3 2022

Nov 01, 2022

BUY
$61.07 - $79.52 $12,214 - $15,904
200 Added 4.35%
4,800 $293,000
Q2 2022

Aug 05, 2022

BUY
$64.05 - $84.07 $19,215 - $25,220
300 Added 6.98%
4,600 $321,000
Q1 2022

May 12, 2022

BUY
$72.47 - $89.28 $311,621 - $383,904
4,300 New
4,300 $356,000

Others Institutions Holding ORCL

About ORACLE CORP


  • Ticker ORCL
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 2,696,169,984
  • Market Cap $417B
  • 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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