Back to ORCL-PD
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC → ORCL-PD
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC ORCL-PD Position History
Oracle Corporation
Quarters held
8
Latest value
$467K
Q3 2026
Peak value
$7.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.9M |
| Q4 2025 | $2.9M |
| Q1 2026 | $1.3M |
| Q1 2026 | $663K |
| Q2 2026 | $1.1M |
| Q2 2026 | $610K |
| Q3 2026 | $694K |
| Q3 2026 | $467K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $467K | 3.4K | — | — |
| Q3 2026 | $694K | 5.1K | — | — |
| Q2 2026 | $610K | 4.2K | — | — |
| Q2 2026 | $1.1M | 7.4K | — | — |
| Q1 2026 | $663K | 4.5K | — | — |
| Q1 2026 | $1.3M | 8.6K | — | — |
| Q4 2025 | $2.9M | 15.1K | — | — |
| Q4 2025 | $7.9M | 40.4K | — | — |
Other funds holding ORCL-PD
$34.2B
$30.8B
$21.4B
$20.6B
$16.1B
$14.9B