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Heritage Wealth Partners, LLC

SEC CIK
0001963794
Latest filing
May 14, 2025

ORCL holding history

Oracle Corp in every 13F filed by Heritage Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ORCL overviewAll 13F holders of ORCLFull Q1 2025 holdings

Shares (Q1 2025)
2,652
Value
$370.7K
% of portfolio
0.6%
Quarters held
3
Since Q3 2024
Holdings of ORCL by Heritage Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20252,652$370.7K0.6%+1,196+82.1%AddedHolders
Q4 20241,456$242.6K0.3%+46+3.3%AddedHolders
Q3 20241,410$240.2K0.3%+1,410NewHolders