9258 Wealth Management, LLC / ORCL
9258 Wealth Management, LLC’s Oracle Corp Position
Does 9258 Wealth Management, LLC own Oracle Corp (ORCL)? Yes — 85.7K shares worth $15M (+2.16% of its 13F portfolio) as of Q3 2024, down from 88.2K shares the prior filed quarter.
Position Value
$15M
Q3 2024
Shares
85.7K
% of Portfolio
+2.16%
Quarters Held
24
currently held
Position History ORCL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2024 | 85.7K | $15M | +2.16% |
| Q2 2024 | 88.2K | $12M | +1.92% |
| Q1 2024 | 88.9K | $11M | +1.74% |
| Q4 2023 | 90.3K | $10M | +1.67% |
| Q3 2023 | 89.7K | $10M | +1.85% |
| Q2 2023 | 89.7K | $11M | +2.01% |
| Q1 2023 | 89.7K | $8M | +1.68% |
| Q4 2022 | 89.4K | $7M | +1.58% |
| Q3 2022 | 89.6K | $5M | +1.40% |
| Q2 2022 | 87.5K | $6M | +1.57% |
| Q1 2022 | 87.5K | $7M | +1.68% |
| Q4 2021 | 93.9K | $8M | +1.88% |
| Q3 2021 | 94.2K | $8M | +2.19% |
| Q2 2021 | 98.7K | $8M | +2.07% |
| Q1 2021 | 98.7K | $7M | +2.08% |
| Q4 2020 | 99.1K | $6M | +2.09% |
| Q3 2020 | 98.1K | $6M | +2.08% |
| Q2 2020 | 99.5K | $6M | +2.23% |
| Q1 2020 | 98.8K | $5M | +2.32% |
| Q4 2019 | 102.9K | $5M | +2.00% |
| Q3 2019 | 87.5K | $5M | +3.75% |
| Q2 2019 | 87.5K | $5M | +4.01% |
| Q1 2019 | 87.7K | $5M | +4.00% |
| Q4 2018 | 87.6K | $4M | +3.82% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 9258 Wealth Management, LLC’s full portfolio or all institutional holders of ORCL.