Number of Shares
133,477.00
Current Holdings Value*
$18.66 Mil
% of Portfolio
0.45%
Total Estimate Gain
$22.07 Mil
% of Total Estimate Gain
133.16%

Badgley Phelps Wealth Managers, LLC's Oracle Corp Holding Summary

As of 2025-03-31, Badgley Phelps Wealth Managers, LLC held 133,477.00 shares of Oracle Corp(ORCL), totaling $18.66 Mil. This investment constitutes 0.45% of their stock portfolio, and Badgley Phelps Wealth Managers, LLC now holds 0% of the outstanding Oracle Corp(ORCL) stock.

The initial trade took place in 2021Q3. And since then Badgley Phelps Wealth Managers, LLC has made 9 purchases of ORCL, at an average price of $91.66, for a total of 180,823.00 shares. In addition, there have been 4 sales at an average price of $161.46 for 47,346.00 shares. Based on historical transaction data and ORCL's current price of $232.26, Badgley Phelps Wealth Managers, LLC's estimated gain on his ORCL holdings is $22.07 Mil, reflecting a 133.16% gain to date.

Badgley Phelps Wealth Managers, LLC ORCL ($232.26) Holding Chart

Badgley Phelps Wealth Managers, LLC ORCL ($232.26) 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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