Number of Shares
5,267.00
Current Holdings Value*
$1.15 Mil
% of Portfolio
0.31%
Total Estimate Gain
$578,709.35
% of Total Estimate Gain
62.54%

ATTICUS WEALTH MANAGEMENT, LLC's Oracle Corp Holding Summary

As of 2025-06-30, ATTICUS WEALTH MANAGEMENT, LLC held 5,267.00 shares of Oracle Corp(ORCL), totaling $1.15 Mil. This investment constitutes 0.31% of their stock portfolio, and ATTICUS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Oracle Corp(ORCL) stock.

The initial trade took place in 2019Q4. And since then ATTICUS WEALTH MANAGEMENT, LLC has made 9 purchases of ORCL, at an average price of $119.71, for a total of 7,730.00 shares. In addition, there have been 8 sales at an average price of $94.65 for 2,463.00 shares. Based on historical transaction data and ORCL's current price of $241.30, ATTICUS WEALTH MANAGEMENT, LLC's estimated gain on his ORCL holdings is $578,709.35, reflecting a 62.54% gain to date.

ATTICUS WEALTH MANAGEMENT, LLC ORCL ($241.30) Holding Chart

ATTICUS WEALTH MANAGEMENT, LLC ORCL ($241.30) 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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