ORACLE CORP

Ticker: ORCL CUSIP: 68389X105 Class: Common Stock

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 16,572 Value ($000) $3,230 Avg Close $238.05 Range $177.07 - $322.54
Q3 2025
Shares 18,788 Value ($000) $5,284 Avg Close $254.17 Range $215.48 - $345.12
Q2 2025
Shares 18,987 Value ($000) $4,151 Avg Close $160.80 Range $117.98 - $227.34
Q1 2025
Shares 19,380 Value ($000) $2,709 Avg Close $161.57 Range $135.75 - $190.57
Q4 2024
Shares 20,051 Value ($000) $3,341 Avg Close $175.85 Range $162.93 - $196.36
Q3 2024
Shares 18,496 Value ($000) $3,152 Avg Close $143.05 Range $124.23 - $171.89
Q2 2024
Shares 19,820 Value ($000) $2,799 Avg Close $122.30 Range $111.11 - $143.16
Q1 2024
Shares 19,633 Value ($000) $2,466 Avg Close $112.35 Range $99.52 - $130.38
Q4 2023
Shares 20,003 Value ($000) $2,109 Avg Close $106.71 Range $97.10 - $115.10
Q3 2023
Shares 20,845 Value ($000) $2,208 Avg Close $112.78 Range $100.65 - $124.19
Q2 2023
Shares 20,464 Value ($000) $2,437 Avg Close $100.39 Range $89.07 - $123.87
Q1 2023
Shares 17,962 Value ($000) $1,669 Avg Close $84.79 Range $79.26 - $89.95
Q4 2022
Shares 18,161 Value ($000) $1,484 Avg Close $73.20 Range $58.29 - $82.46
Q3 2022
Shares 18,219 Value ($000) $1,113 Avg Close $70.16 Range $58.27 - $76.57
Q2 2022
Shares 18,255 Value ($000) $1,275 Avg Close $69.84 Range $60.85 - $80.35
Q1 2022
Shares 20,154 Value ($000) $1,667 Avg Close $76.97 Range $66.76 - $85.10
Q4 2021
Shares 20,210 Value ($000) $1,763 Avg Close $88.90 Range $82.57 - $100.72
Q3 2021
Shares 20,267 Value ($000) $1,766 Avg Close $83.33 Range $73.26 - $87.09
Q2 2021
Shares 19,986 Value ($000) $1,556 Avg Close $73.60 Range $65.85 - $79.96
Q1 2021
Shares 20,398 Value ($000) $1,431 Avg Close $60.61 Range $55.94 - $68.93
Q4 2020
Shares 20,570 Value ($000) $1,331 Avg Close $55.51 Range $51.43 - $61.75
Q3 2020
Shares 20,238 Value ($000) $1,208 Avg Close $52.75 Range $49.85 - $58.15
Q2 2020
Shares 19,804 Value ($000) $1,095 Avg Close $48.99 Range $42.39 - $51.78
Q1 2020
Shares 18,951 Value ($000) $916 Avg Close $47.50 Range $36.56 - $51.46
Q4 2019
Shares 18,997 Value ($000) $1,006 Avg Close $50.44 Range $48.07 - $52.55
Q3 2019
Shares 19,040 Value ($000) $1,048 Avg Close $50.38 Range $46.77 - $54.99
Q2 2019
Shares 21,064 Value ($000) $1,200 Avg Close $49.16 Range $45.34 - $52.23
Q1 2019
Shares 18,173 Value ($000) $976 Avg Close $46.07 Range $40.02 - $49.20
Q4 2018
Shares 19,896 Value ($000) $898 Avg Close $43.16 Range $38.21 - $46.67
Q3 2018
Shares 18,104 Value ($000) $937 Avg Close $43.58 Range $39.14 - $46.78
Q2 2018
Shares 19,804 Value ($000) $865 Avg Close $41.17 Range $38.06 - $43.52
Q1 2018
Shares 19,826 Value ($000) $918 Avg Close $44.25 Range $39.63 - $47.62
Q4 2017
Shares 19,954 Value ($000) $949 Avg Close $43.49 Range $41.69 - $45.48
Q3 2017
Shares 21,376 Value ($000) $1,038 Avg Close $43.94 Range $42.09 - $46.95
Q2 2017
Shares 19,019 Value ($000) $957 Avg Close $40.10 Range $38.38 - $45.64
Q4 2013
Shares 94 Value ($000) $4 Avg Close $28.79 Range $26.80 - $32.11
Q3 2013
Shares 94 Value ($000) $3 Avg Close $27.07 Range $24.90 - $28.66