Oracle Corporation shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Oracle Corporation
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Quarterly reported holdings in Oracle Corporation by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $749k | 4.4k | 170.40 |
| 2024-06-30 | $620k | 4.4k | 141.20 |
| 2024-03-31 | $552k | 4.4k | 125.61 |
| 2023-12-31 | $463k | 4.4k | 105.43 |
| 2023-09-30 | $465k | 4.4k | 105.92 |
| 2023-06-30 | $523k | 4.4k | 119.09 |
| 2023-03-31 | $408k | 4.4k | 92.92 |
| 2022-12-31 | $359k | 4.4k | 81.74 |
| 2022-09-30 | $273k | 4.5k | 61.06 |
| 2022-06-30 | $314k | 4.5k | 69.92 |
| 2022-03-31 | $427k | 5.2k | 82.74 |
| 2021-12-31 | $365k | 4.2k | 87.20 |
| 2021-09-30 | $365k | 4.2k | 87.20 |
| 2021-06-30 | $326k | 4.2k | 77.88 |
| 2021-03-31 | $294k | 4.2k | 70.23 |
| 2020-12-31 | $271k | 4.2k | 64.74 |
| 2020-09-30 | $250k | 4.2k | 59.72 |
| 2020-06-30 | $231k | 4.2k | 55.18 |
| 2020-03-31 | $202k | 4.2k | 48.26 |
| 2019-12-31 | $228k | 4.3k | 52.96 |