A detailed history of Montis Financial, LLC transactions in Oracle Corp stock. As of the latest transaction made, Montis Financial, LLC holds 3,338 shares of ORCL stock, worth $573,067. This represents 0.2% of its overall portfolio holdings.

Number of Shares
3,338
Previous 3,338 -0.0%
Holding current value
$573,067
Previous $471,000 20.59%
% of portfolio
0.2%
Previous 0.22%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$113.75 - $144.64 $22,750 - $28,927
-200 Reduced 5.65%
3,338 $471,000
Q1 2024

Apr 16, 2024

BUY
$102.46 - $129.24 $40,984 - $51,696
400 Added 12.75%
3,538 $444,000
Q4 2023

Feb 06, 2024

SELL
$100.31 - $117.16 $20,062 - $23,432
-200 Reduced 5.99%
3,138 $330,000
Q3 2023

Oct 31, 2023

BUY
$104.62 - $126.71 $20,924 - $25,342
200 Added 6.37%
3,338 $353,000
Q2 2023

Jul 31, 2023

SELL
$93.71 - $126.55 $843 - $1,138
-9 Reduced 0.29%
3,138 $373,000
Q1 2023

May 11, 2023

SELL
$82.98 - $92.92 $10,455 - $11,707
-126 Reduced 3.85%
3,147 $292,000
Q4 2022

Feb 01, 2023

BUY
$62.41 - $84.15 $204,267 - $275,422
3,273 New
3,273 $267,000
Q2 2022

Jul 27, 2022

SELL
$64.05 - $84.07 $1,281 - $1,681
-20 Reduced 0.61%
3,273 $229,000
Q3 2021

Oct 26, 2021

SELL
$79.54 - $91.25 $157,489 - $180,675
-1,980 Reduced 37.55%
3,293 $294,000
Q4 2020

Feb 10, 2021

BUY
$55.59 - $65.3 $293,126 - $344,326
5,273 New
5,273 $330,000

Others Institutions Holding ORCL

About ORACLE CORP


  • Ticker ORCL
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 2,696,169,984
  • Market Cap $463B
  • 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 Montis Financial, LLC Portfolio

Follow Montis Financial, 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 Montis Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montis Financial, LLC with notifications on news.