Ownership history in Edge Wealth Management LLC · 40 quarters on record
This page tracks every 13F SEC filing in which Edge Wealth Management LLC reported a position in ORACLE CORPORATION COM (ORCL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 790 | -1,000 | -55.9% | 0.04% | $222K | $280.01 |
| 2025 Q1 | ADDED | 1,790 | +500 | +38.8% | 0.05% | $250K | $138.41 |
| 2024 Q4 | ADDED | 1,290 | +348 | +36.9% | 0.04% | $215K | $164.56 |
| 2021 Q4 | UNCHANGED | 942 | — | 0% | 0.02% | $82K | $82.38 |
| 2021 Q3 | ADDED | 942 | +68 | +7.8% | 0.02% | $82K | $82.02 |
| 2021 Q2 | UNCHANGED | 874 | — | 0% | 0.01% | $68K | $73.01 |
| 2021 Q1 | ADDED | 874 | +84 | +10.6% | 0.01% | $61K | $65.53 |
| 2020 Q4 | REDUCED | 790 | -250 | -24.0% | 0.01% | $51K | $60.18 |
| 2020 Q3 | UNCHANGED | 1,040 | — | 0% | 0.01% | $62K | $55.31 |
| 2020 Q2 | REDUCED | 1,040 | -262 | -20.1% | 0.01% | $57K | $50.99 |
As of 2025 Q4 — sorted by position size