Oracle Corporation shares owned by West Financial Advisors
Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Oracle Corporation
Tip: Access up to 7 years of quarterly data
All positions including Oracle Corporation held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Oracle Corporation by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $446k | 2.3k | 194.91 |
| 2025-09-30 | $644k | 2.3k | 281.24 |
| 2025-06-30 | $500k | 2.3k | 218.63 |
| 2025-03-31 | $320k | 2.3k | 139.81 |
| 2024-12-31 | $381k | 2.3k | 166.64 |
| 2024-09-30 | $235k | 1.4k | 170.40 |
| 2024-06-30 | $204k | 1.4k | 141.20 |
| 2024-03-31 | $189k | 1.5k | 125.61 |
| 2023-12-31 | $169k | 1.6k | 105.43 |
| 2023-09-30 | $170k | 1.6k | 105.92 |
| 2023-06-30 | $191k | 1.6k | 119.09 |
| 2023-03-31 | $167k | 1.8k | 92.92 |
| 2022-12-31 | $147k | 1.8k | 81.74 |
| 2022-09-30 | $141k | 2.3k | 61.28 |
| 2022-06-30 | $151k | 2.2k | 69.91 |
| 2022-03-31 | $195k | 2.4k | 82.63 |
| 2021-12-31 | $212k | 2.4k | 87.06 |
| 2021-09-30 | $212k | 2.4k | 87.06 |
| 2021-06-30 | $190k | 2.4k | 78.03 |
| 2021-03-31 | $445k | 6.3k | 70.24 |
| 2020-12-31 | $411k | 6.4k | 64.68 |