Oracle Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Oracle Corporation
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Quarterly reported holdings in Oracle Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $32M | 194k | 166.64 |
| 2024-09-30 | $31M | 180k | 170.40 |
| 2024-06-30 | $24M | 169k | 141.20 |
| 2024-03-31 | $20M | 161k | 125.61 |
| 2023-09-30 | $22M | 210k | 105.92 |
| 2023-06-30 | $22M | 186k | 119.09 |
| 2023-03-31 | $17M | 186k | 92.92 |
| 2022-12-31 | $15M | 186k | 81.74 |
| 2022-09-30 | $10M | 169k | 61.07 |
| 2022-06-30 | $9.6M | 138k | 69.87 |
| 2022-03-31 | $11M | 132k | 82.73 |
| 2021-12-31 | $6.3M | 72k | 87.21 |
| 2021-09-30 | $240k | 2.8k | 87.24 |
| 2021-06-30 | $218k | 2.8k | 77.94 |
| 2020-03-31 | $3.2M | 67k | 48.35 |
| 2019-12-31 | $9.9M | 425k | 23.31 |
| 2019-09-30 | $3.3M | 60k | 55.05 |
| 2019-06-30 | $3.3M | 59k | 56.96 |
| 2019-03-31 | $3.2M | 59k | 53.71 |
| 2018-12-31 | $2.7M | 59k | 45.15 |
| 2018-09-30 | $2.8M | 53k | 51.56 |
| 2018-06-30 | $2.2M | 50k | 44.06 |
| 2018-03-31 | $2.1M | 46k | 45.75 |
| 2017-12-31 | $1.9M | 41k | 47.29 |
| 2017-09-30 | $1.8M | 38k | 48.36 |
| 2017-06-30 | $1.8M | 36k | 50.13 |
| 2017-03-31 | $1.6M | 37k | 44.62 |
| 2016-12-31 | $1.3M | 34k | 38.44 |
| 2016-09-30 | $815k | 21k | 39.26 |
| 2016-06-30 | $893k | 22k | 40.94 |
| 2016-03-31 | $904k | 22k | 40.92 |
| 2015-12-31 | $758k | 21k | 36.54 |
| 2015-09-30 | $658k | 18k | 36.14 |
| 2015-06-30 | $553k | 14k | 40.27 |
| 2015-03-31 | $504k | 12k | 43.18 |
| 2014-12-31 | $408k | 9.1k | 44.93 |
| 2014-09-30 | $267k | 7.0k | 38.27 |
| 2014-06-30 | $250k | 6.2k | 40.59 |
| 2014-03-31 | $228k | 5.6k | 40.86 |
| 2013-12-31 | $248k | 6.5k | 38.27 |
| 2013-09-30 | $277k | 8.4k | 33.17 |
| 2013-06-30 | $254k | 8.3k | 30.72 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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