Peterson Wealth Services ORCL Holdings History
Number of Shares
26,058.00
Current Holdings Value*
$3.64 Mil
% of Portfolio
1.13%
Total Estimate Gain
$1.32 Mil
% of Total Estimate Gain
30.22%
Peterson Wealth Services's Oracle Corp Holding Summary
As of 2025-03-31, Peterson Wealth Services held 26,058.00 shares of Oracle Corp(ORCL), totaling $3.64 Mil. This investment constitutes 1.13% of their stock portfolio, and Peterson Wealth Services now holds 0% of the outstanding Oracle Corp(ORCL) stock.
The initial trade took place in 2024Q4. And since then Peterson Wealth Services has made 2 purchases of ORCL, at an average price of $167.89, for a total of 26,058.00 shares. Based on historical transaction data and ORCL's current price of $218.63, Peterson Wealth Services's estimated gain on his ORCL holdings is $1.32 Mil, reflecting a 30.22% gain to date.
Peterson Wealth Services ORCL ($218.63) Holding Chart
Peterson Wealth Services ORCL ($218.63) 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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