Lewis Asset Management, LLC ORCL Holdings History
Lewis Asset Management, LLC's Oracle Corp Holding Summary
As of 2025-06-30, Lewis Asset Management, LLC held 19,409.00 shares of Oracle Corp(ORCL), totaling $4.24 Mil. This investment constitutes 2% of their stock portfolio, and Lewis Asset Management, LLC now holds 0% of the outstanding Oracle Corp(ORCL) stock.
The initial trade took place in 2023Q4. And since then Lewis Asset Management, LLC has made 5 purchases of ORCL, at an average price of $145.00, for a total of 19,622.00 shares. In addition, there have been 1 sales at an average price of $162.81 for 213.00 shares. Based on historical transaction data and ORCL's current price of $241.90, Lewis Asset Management, LLC's estimated gain on his ORCL holdings is $1.88 Mil, reflecting a 66.24% gain to date.
Lewis Asset Management, LLC ORCL ($241.90) Holding Chart
Lewis Asset Management, LLC ORCL ($241.90) 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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