Ownership history in VALLEY WEALTH MANAGERS, INC. · 68 quarters on record
This page tracks every 13F SEC filing in which VALLEY WEALTH MANAGERS, INC. 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 Q4 | ADDED | 121,623 | +21,589 | +21.6% | 1.52% | $23.7M | $194.40 |
| 2025 Q3 | REDUCED | 100,034 | -48,762 | -32.8% | 1.86% | $28.1M | $280.01 |
| 2025 Q2 | REDUCED | 148,796 | -6,515 | -4.2% | 2.34% | $32.5M | $217.21 |
| 2025 Q1 | REDUCED | 155,311 | -5,558 | -3.5% | 1.65% | $21.7M | $138.41 |
| 2024 Q4 | REDUCED | 160,869 | -5,538 | -3.3% | 2.00% | $26.8M | $164.56 |
| 2024 Q3 | REDUCED | 166,407 | -17,340 | -9.4% | 2.10% | $28.4M | $167.90 |
| 2024 Q2 | REDUCED | 183,747 | -14,696 | -7.4% | 2.07% | $25.9M | $138.74 |
| 2024 Q1 | REDUCED | 198,443 | -3,581 | -1.8% | 1.88% | $24.9M | $123.02 |
| 2023 Q4 | REDUCED | 202,024 | -2,884 | -1.4% | 1.66% | $21.3M | $102.86 |
| 2023 Q3 | REDUCED | 204,908 | -14,461 | -6.6% | 1.81% | $21.7M | $102.96 |
As of 2025 Q4 — sorted by position size