Number of Shares
19,409.00
Current Holdings Value*
$4.24 Mil
% of Portfolio
2%
Total Estimate Gain
$1.81 Mil
% of Total Estimate Gain
63.65%

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 $238.11, Lewis Asset Management, LLC's estimated gain on his ORCL holdings is $1.81 Mil, reflecting a 63.65% gain to date.

Lewis Asset Management, LLC ORCL ($238.11) Holding Chart

Lewis Asset 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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