Number of Shares
85,698.00
Current Holdings Value*
$14.60 Mil
% of Portfolio
2.17%
Total Estimate Gain
$17.83 Mil
% of Total Estimate Gain
330.94%

9258 Wealth Management, LLC's Oracle Corp Holding Summary

As of 2024-09-30, 9258 Wealth Management, LLC held 85,698.00 shares of Oracle Corp(ORCL), totaling $14.60 Mil. This investment constitutes 2.17% of their stock portfolio, and 9258 Wealth Management, LLC now holds 0% of the outstanding Oracle Corp(ORCL) stock.

The initial trade took place in 2018Q4. And since then 9258 Wealth Management, LLC has made 9 purchases of ORCL, at an average price of $49.95, for a total of 107,874.00 shares. In addition, there have been 12 sales at an average price of $85.84 for 22,176.00 shares. Based on historical transaction data and ORCL's current price of $248.75, 9258 Wealth Management, LLC's estimated gain on his ORCL holdings is $17.83 Mil, reflecting a 330.94% gain to date.

9258 Wealth Management, LLC ORCL ($248.75) Holding Chart

9258 Wealth Management, LLC ORCL ($248.75) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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