Number of Shares
43,094.00
Current Holdings Value*
$7.18 Mil
% of Portfolio
2.25%
Total Estimate Gain
$8.43 Mil
% of Total Estimate Gain
274.59%

Fairhaven Wealth Management, LLC's Oracle Corp Holding Summary

As of 2024-12-31, Fairhaven Wealth Management, LLC held 43,094.00 shares of Oracle Corp(ORCL), totaling $7.18 Mil. This investment constitutes 2.25% of their stock portfolio, and Fairhaven Wealth Management, LLC now holds 0% of the outstanding Oracle Corp(ORCL) stock.

The initial trade took place in 2018Q4. And since then Fairhaven Wealth Management, LLC has made 11 purchases of ORCL, at an average price of $59.26, for a total of 51,823.00 shares. In addition, there have been 10 sales at an average price of $106.19 for 8,729.00 shares. Based on historical transaction data and ORCL's current price of $245.45, Fairhaven Wealth Management, LLC's estimated gain on his ORCL holdings is $8.43 Mil, reflecting a 274.59% gain to date.

Fairhaven Wealth Management, LLC ORCL ($245.45) Holding Chart

Fairhaven Wealth Management, LLC ORCL ($245.45) 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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