A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Oracle Corp stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 2,059 shares of ORCL stock, worth $350,071. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,059
Previous 2,055 0.19%
Holding current value
$350,071
Previous $258,000 12.4%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Aug 12, 2024

BUY
$113.75 - $144.64 $455 - $578
4 Added 0.19%
2,059 $290,000
Q1 2024

May 13, 2024

BUY
$102.46 - $129.24 $409 - $516
4 Added 0.2%
2,055 $258,000
Q4 2023

Feb 13, 2024

BUY
$100.31 - $117.16 $401 - $468
4 Added 0.2%
2,051 $216,000
Q3 2023

Nov 14, 2023

BUY
$104.62 - $126.71 $313 - $380
3 Added 0.15%
2,047 $216,000
Q2 2023

Aug 11, 2023

BUY
$93.71 - $126.55 $191,543 - $258,668
2,044 New
2,044 $243,000
Q4 2021

Feb 10, 2022

SELL
$87.21 - $103.65 $219,245 - $260,576
-2,514 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$79.54 - $91.25 $40,088 - $45,990
504 Added 25.07%
2,514 $219,000
Q2 2021

Aug 16, 2021

BUY
$71.81 - $84.61 $287 - $338
4 Added 0.2%
2,010 $156,000
Q1 2021

May 17, 2021

BUY
$60.36 - $72.64 $241 - $290
4 Added 0.2%
2,006 $141,000
Q4 2020

Feb 19, 2021

BUY
$55.59 - $65.3 $222 - $261
4 Added 0.2%
2,002 $130,000
Q3 2020

Nov 13, 2020

SELL
$53.99 - $60.94 $32,987 - $37,234
-611 Reduced 23.42%
1,998 $119,000
Q2 2020

Aug 18, 2020

BUY
$48.71 - $55.27 $340 - $386
7 Added 0.27%
2,609 $144,000
Q1 2020

May 15, 2020

BUY
$39.8 - $55.73 $318 - $445
8 Added 0.31%
2,602 $126,000
Q4 2019

May 15, 2020

BUY
$52.7 - $56.89 $136,703 - $147,572
2,594 New
2,594 $137,000

Others Institutions Holding ORCL

About ORACLE CORP


  • Ticker ORCL
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 2,696,169,984
  • Market Cap $458B
  • 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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