Ownership history in Trajan Wealth LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Trajan 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 | ADDED | 91,131 | +19,658 | +27.5% | 1.11% | $25.6M | $280.01 |
| 2025 Q2 | REDUCED | 71,473 | -11,165 | -13.5% | 0.76% | $15.6M | $217.21 |
| 2025 Q1 | ADDED | 82,638 | +8,871 | +12.0% | 0.63% | $11.6M | $138.41 |
| 2024 Q4 | ADDED | 73,767 | +7,255 | +10.9% | 0.68% | $12.3M | $164.56 |
| 2024 Q3 | ADDED | 66,512 | +8,859 | +15.4% | 0.67% | $11.3M | $167.90 |
| 2024 Q2 | ADDED | 57,653 | +7,605 | +15.2% | 0.52% | $8.1M | $138.74 |
| 2024 Q1 | INITIATED | 50,048 | — | — | 0.43% | $6.3M | — |
As of 2025 Q4 — sorted by position size