Oracle Corporation shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Oracle Corporation
Tip: Access up to 7 years of quarterly data
All positions including Oracle Corporation held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Oracle Corporation by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $291k | 2.1k | 141.21 |
| 2024-03-31 | $258k | 2.1k | 125.63 |
| 2023-09-30 | $217k | 2.0k | 105.93 |
| 2023-06-30 | $243k | 2.0k | 119.07 |
| 2021-09-30 | $219k | 2.5k | 87.11 |
| 2021-06-30 | $156k | 2.0k | 77.61 |
| 2021-03-31 | $141k | 2.0k | 70.29 |
| 2020-12-31 | $130k | 2.0k | 64.94 |
| 2020-09-30 | $119k | 2.0k | 59.56 |
| 2020-06-30 | $144k | 2.6k | 55.19 |
| 2020-03-31 | $126k | 2.6k | 48.42 |
| 2019-12-31 | $137k | 2.6k | 52.81 |
More positions owned by Walled Lake Planning & Wealth Management
View all positions for Walled Lake Planning & Wealth Management