A detailed history of Tria Gen Wealth Management LLC transactions in Oracle Corp stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 3,621 shares of ORCL stock, worth $620,675. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,621
Previous 3,621 -0.0%
Holding current value
$620,675
Previous $511,000 20.55%
% of portfolio
0.23%
Previous 0.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 22, 2024

SELL
$100.31 - $117.16 $676,089 - $789,658
-6,740 Reduced 65.05%
3,621 $381,000
Q3 2023

Oct 23, 2023

BUY
$104.62 - $126.71 $705,138 - $854,025
6,740 Added 186.14%
10,361 $1.1 Million
Q1 2023

Apr 24, 2023

SELL
$82.98 - $92.92 $3,568 - $3,995
-43 Reduced 1.17%
3,621 $336,000
Q4 2022

Feb 09, 2023

BUY
$62.41 - $84.15 $2,683 - $3,618
43 Added 1.19%
3,664 $299,000
Q1 2022

Apr 29, 2022

SELL
$72.47 - $89.28 $384,308 - $473,451
-5,303 Reduced 59.42%
3,621 $300,000
Q4 2021

Feb 09, 2022

BUY
$87.21 - $103.65 $462,474 - $549,655
5,303 Added 146.45%
8,924 $778,000
Q3 2021

Nov 10, 2021

SELL
$79.54 - $91.25 $7,954 - $9,125
-100 Reduced 2.69%
3,621 $315,000
Q2 2021

Aug 02, 2021

SELL
$71.81 - $84.61 $7,181 - $8,461
-100 Reduced 2.62%
3,721 $324,000
Q1 2021

Apr 26, 2021

SELL
$60.36 - $72.64 $30,180 - $36,320
-500 Reduced 11.57%
3,821 $268,000
Q4 2020

Feb 02, 2021

BUY
$55.59 - $65.3 $240,204 - $282,161
4,321 New
4,321 $280,000

Others Institutions Holding ORCL

About ORACLE CORP


  • Ticker ORCL
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 2,696,169,984
  • Market Cap $462B
  • 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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