Number of Shares
47,716.00
Current Holdings Value*
$10.43 Mil
% of Portfolio
1.55%
Total Estimate Gain
$3.62 Mil
% of Total Estimate Gain
35.13%

Jackson Wealth Management, LLC's Oracle Corp Holding Summary

As of 2025-06-30, Jackson Wealth Management, LLC held 47,716.00 shares of Oracle Corp(ORCL), totaling $10.43 Mil. This investment constitutes 1.55% of their stock portfolio, and Jackson Wealth Management, LLC now holds 0% of the outstanding Oracle Corp(ORCL) stock.

The initial trade took place in 2019Q1. And since then Jackson Wealth Management, LLC has made 5 purchases of ORCL, at an average price of $109.30, for a total of 94,384.00 shares. In addition, there have been 1 sales at an average price of $55.25 for 46,668.00 shares. Based on historical transaction data and ORCL's current price of $238.11, Jackson Wealth Management, LLC's estimated gain on his ORCL holdings is $3.62 Mil, reflecting a 35.13% gain to date.

Jackson Wealth Management, LLC ORCL ($238.11) Holding Chart

Jackson Wealth Management, LLC ORCL ($238.11) 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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