Number of Shares
10,824.00
Current Holdings Value*
$1.51 Mil
% of Portfolio
0.08%
Total Estimate Gain
$15.54 Mil
% of Total Estimate Gain
32.83%

Obermeyer Wealth Partners's Oracle Corp Holding Summary

As of 2025-03-31, Obermeyer Wealth Partners held 10,824.00 shares of Oracle Corp(ORCL), totaling $1.51 Mil. This investment constitutes 0.08% of their stock portfolio, and Obermeyer Wealth Partners now holds 0% of the outstanding Oracle Corp(ORCL) stock.

The initial trade took place in 2013Q4. And since then Obermeyer Wealth Partners has made 9 purchases of ORCL, at an average price of $51.62, for a total of 916,756.00 shares. In addition, there have been 11 sales at an average price of $66.50 for 905,932.00 shares. Based on historical transaction data and ORCL's current price of $241.90, Obermeyer Wealth Partners's estimated gain on his ORCL holdings is $15.54 Mil, reflecting a 32.83% gain to date.

Obermeyer Wealth Partners ORCL ($241.90) Holding Chart

Obermeyer Wealth Partners 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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