Lummis Asset Management, LP ORCL Holdings History
Lummis Asset Management, LP's Oracle Corp Holding Summary
As of 2025-03-31, Lummis Asset Management, LP held 33,305.00 shares of Oracle Corp(ORCL), totaling $4.66 Mil. This investment constitutes 3.25% of their stock portfolio, and Lummis Asset Management, LP now holds 0% of the outstanding Oracle Corp(ORCL) stock.
The initial trade took place in 2023Q4. And since then Lummis Asset Management, LP has made 2 purchases of ORCL, at an average price of $123.27, for a total of 39,947.00 shares. In addition, there have been 3 sales at an average price of $127.02 for 6,642.00 shares. Based on historical transaction data and ORCL's current price of $245.45, Lummis Asset Management, LP's estimated gain on his ORCL holdings is $4.09 Mil, reflecting a 83.14% gain to date.
Lummis Asset Management, LP ORCL ($245.45) Holding Chart
Lummis Asset Management, LP 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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