Ownership history in REDW Wealth LLC · 20 quarters on record
This page tracks every 13F SEC filing in which REDW Wealth LLC reported a position in ORACLE CORP (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 | 776 | -583 | -42.9% | 0.08% | $218K | $280.01 |
| 2025 Q2 | REDUCED | 1,359 | -584 | -30.1% | 0.12% | $297K | $217.21 |
| 2025 Q1 | UNCHANGED | 1,943 | — | 0% | 0.10% | $272K | $138.41 |
| 2024 Q4 | REDUCED | 1,943 | -1,380 | -41.5% | 0.11% | $324K | $164.56 |
| 2024 Q3 | UNCHANGED | 3,323 | — | 0% | 0.15% | $566K | $167.90 |
| 2024 Q2 | ADDED | 3,323 | +300 | +9.9% | 0.12% | $469K | $138.74 |
| 2024 Q1 | ADDED | 3,023 | +18 | +0.6% | 0.10% | $380K | $123.02 |
| 2023 Q4 | UNCHANGED | 3,005 | — | 0% | 0.09% | $317K | $102.86 |
| 2023 Q3 | UNCHANGED | 3,005 | — | 0% | 0.10% | $318K | $102.96 |
| 2023 Q2 | UNCHANGED | 3,005 | — | 0% | 0.11% | $358K | $115.36 |
As of 2025 Q4 — sorted by position size