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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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All positions including Oracle Corporation held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oracle Corporation by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
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